InsightsPerspective
June 9, 2021

Industry Report: Analysis of The Semiconductor Industry

Industry Report: Analysis of The Semiconductor Industry Salient Points: • Events leading to a shortage crisis • Nature of the semiconductor industry • Semiconductor supply value chain • Economics of…
Perspective
April 15, 2021

Why Factor-based Indexing Trumps Capitalisation-Weighted Indexing

Why Factor-based Indexing Trumps Capitalisation-Weighted Indexing Rebalancing is the process of realigning the weightings of a portfolio of assets. Within an Exchange-Traded Fund (“ETF”), rebalancing typically occurs in semi-annual intervals…
InsightsPerspective
February 1, 2021

CIO Outlook 2021 by Jeffrey Lee, Director & CIO at Phillip Capital Management

CIO Outlook 2021 by Jeffrey Lee, Director & CIO at Phillip Capital Management Salient Points: Bright Outlook Ahead Opportunities Amidst Crisis Identifying superior growth We are cautiously optimistic on the…