St. James's Place – Asia & Middle East

With so much noise and misinformation in the marketplace, receiving financial advice tailored specifically to you is more crucial than ever to give you the best chance to achieve your financial goals. Working with a financial adviser means you can start to create a clear picture of your personal and family ambitions. At SJP, we believe in empowering you to make informed financial decisions that will shape your future. We will then work with you to draw up a plan to achieve and regularly review them. Speak with us today so your personal financial journey can begin. Joel Carpenter, Angelina L., Oliver Wickham, Tony Smith #FinancialAdvice #SJP #Singapore #HongKong #Dubai #UAE

Congratulations to everyone at St. James's Place Asia & Middle East and our communications partner, Sandpiper, on this well-deserved award! We're proud of the strong partnership we've built, empowering more people in Singapore and Hong Kong to understand the value of financial advice through the Money Relationship Monitor research. Joel Carpenter Zoe Pearson (she/her) IngIng Hon Kelly Johnston Iris Ng Sherlynn O. Nicola Yim

In a contributory piece on The Edge Singapore published last week, Martin W. Hennecke, our Head of Asia Investment Advisory, discussed the current investor interest in Asia, given the Fed rate cut cycle, how emerging markets have historically performed well when U.S. rates fell, and the Chinese policy bazooka rolled out in September.    While many investors have questioned the need for investments in areas other than U.S. trackers, Martin believes that it's very important to be careful about concentration risk exposure to any one market and suggests to diversify into other considerable regions that may have underperformed in the last decade but could well outperform again in the next one. He also reminds that, rather than pursuing recent high-performing trends or markets, adopting a sound investment strategy focused on fundamentals is a more prudent approach.   Read Martin’s piece in full here: https://lnkd.in/ggzSrNG3   #SJPAsia #US #InterestRates #Asia #China #Valuations 

While the market turbulence from Shigeru Ishiba’s ascent as Japan’s Prime Minister may reflect investor uncertainty, Martin W. Hennecke, our Head of Asia Investment Advisory, feels that Japan may be overlooked again in terms of opportunities that can provide investors with sound portfolio diversification.   Sharing his thoughts in a market round-up of industry experts on AsianInvestor, he mentions that the low interest and weak yen policy may lead to investors allocating to equities for wealth preservation, and reiterates that the quality of individual companies and careful consideration of their fundamentals are most important for the investment selection process.   Read Martin’s thoughts in full here: https://lnkd.in/g3m7ejg6 [asianinvestor.net]   #SJPAsia #Japan #Yen #InterestRates 

Martin W. Hennecke, our Head of Asia Investment Advisory, feels that investors should focus on what market movements mean for investment opportunities rather than just the economic performance in isolation. He shares with MONEY FM 89.3 that while investors tend to assume that economic performance and investment opportunities are one and the same, this is not necessarily the case. Studies have shown that there is a negative correlation between GDP and stock market performance, with the potential for better stock market returns in a time of worse GDP performance. Martin also discusses the significance of China’s rate cut, as well as investors’ popular strategy of overallocation and how they can diversify and look for investment opportunities here: https://lnkd.in/g5fHMMyq [omny.fm] #SJPAsia #China #GDP #Stocks #Investing

Well, that’s a wrap on what has been an unforgettable Sunset Series! Over the summer months, we were thrilled to host weekly sundowner drinks with the best view in town – overlooking the Hong Kong harbour at Royal Hong Kong Yacht Club (RHKYC). Not only did we host Partners, Clients and our guests every week, but many also got the chance to set sail and experience some social sailing, some for the first time. Missed out? Don’t worry—we’ll be back next year! Stay tuned for more updates on exciting events in Hong Kong, Singapore, and Dubai. We can’t wait to see you around! #SJP #SunsetSeries #HongKong Zoe Pearson (she/her), Oliver Wickham, Steven Amio (né Molyneux-Webb), Seán Ross Howlett, Samantha Ho, Joel Carpenter, Jemma Daley, Piers Illingworth - Partner at SJP Asia Private Clients, Eleanor Coleman, Luke Voyce, Jason White, Christopher Brooks CII (Award)

Against the backdrop of support measures from China and the Fed rate cut, Martin W. Hennecke, our Head of Asia Investment Advisory, highlights that Asian/EM markets, in particular, may have further upside potential as the valuation gap remains close to a 23-year high versus the US based on Price to Book ratios, and Emerging Markets have often done well during periods of Fed easing in the past.   Martin also discussed with CNA Asia First earlier this week the possible implications of high deficit levels in the US and Europe, the outlook for inflation, and what it means for investors as bank deposit rates fall.   Watch his full interview here (starts at 19:00): https://lnkd.in/gbNvdHwx   #SJPAsia #FederalReserve #RateCut #Valuations #China #Inflation 

Last week, the U.S. Federal Reserve announced its first interest rate cut in four years. This new lower-rate environment presents an opportunity for investors to consider rebalancing their portfolios Martin W. Hennecke, our Head of Investment Advisory for Asia and Middle East spoke to The National News about the emerging investment opportunities across different asset classes. While the U.S. continues to dominate investor attention, Asia is increasingly looking like a value opportunity, given that historically, emerging markets perform well when U.S. rates fall. He cited the strong performance of the S&P 500 and tech stocks in particular as some of the drivers behind investors overlooking attractively priced assets in Asia. He also discussed the impact of the rate cut on other asset classes, such as fixed income and real estate, and advised investors to consider market valuations and concentration risk when evaluating opportunities. You can read the full round-up of industry reactions to the rate cut here (registration required): https://lnkd.in/gvSfatHv [thenationalnews.com] #SJP #Dubai #UAE #FederalReserve #RateCut #S&P500 #Tech #FinancialAdvice

The GCC wealth management sector is undergoing significant changes. In an exclusive interview with Finance Middle East, Daniel George, Head of Business, and Angelina L., Chief Investment Officer, St. James’s Place Asia & Middle East, shed light on the evolving wealth management landscape in the GCC. Noting an increased focus on intergenerational wealth planning and transfer, impact investments, and digital transformation, Daniel and Angelina discussed how the Middle East wealth management landscape needs to evolve to continue catering to the needs of the next generation of investors across both local and global financial landscapes. Read more about the trends shaping the future of wealth management in the GCC: https://lnkd.in/d4RThtMt #WealthManagement #FinancialAdvice #SJPME

Save or invest - which is right for you? Savings are great for short-term needs, while investments are suited for long-term growth with more risk. Striking a balance between the two is key to a well-rounded financial plan that will help you achieve your goals. Read more in the article about how financial advice can give you the best of both worlds as we explore both options: https://ow.ly/GcwR50TpKL8 #SJP #Saving #Investing