Jul31日, 2024年 | Investment, MPF
2024 second quarter MPF fund performance review Despite fading hope of a pre-eminent rate cut by the Fed, investors’ enthusiasm of AI and technology related themes continued to fuel global markets in the second quarter of 2024. According to MPF Ratings, MPF funds...
Apr26日, 2024年 | Investment, MPF
2024 first quarter MPF fund performance review Global markets continued to rally in the first quarter of 2024 on the hope of pre-eminent US rate cut as inflation continued to be under control. According to MPF Ratings, MPF funds rose an average of about 2.47% in Q1...
Feb22日, 2024年 | Investment
Valuable life and investing lessons from Charlie Munger Charlie Munger, Warren Buffet’s longtime friend and business partner, passed away earlier at age 99. He is a man of wisdom and I wish I had learnt to fully appreciate his values and principles much earlier as...
Jan18日, 2024年 | Investment, MPF
2023 Annual MPF Fund Performance Review MPF funds finished 2023 on a high note and gained an average of about 3.5% for the year as US inflation appeared to be under control and the FED publicly signaled its intent to lower interest sometime in 2024. Global equity and...
Oct30日, 2023年 | Investment, MPF
2023 Third Quarter MPF Fund Performance Review Global markets fell in the Q3 2023 due to expectations of further interest rate increase by the FED and ongoing concerns with the Chinese property markets and economy recovery. US inflation remains above the 2% threshold...
Sep29日, 2023年 | Insurance, Investment, MPF
ESG and Investing As we deal with increasing threats from climate change and ecological crisis, ESG has become an area of focus and there are also more ESG insurance products and MPF funds in the marketplace. Let’s have a closer look of ESG from different...
Aug30日, 2023年 | Insurance
Insurance for newborns Here are a few types of insurance that you may consider for your newborn: Health Insurance: Getting a health insurance plan for your newborn should be a priority as newborns are prone to accidents in their early growth stage and diseases as they...
Jul31日, 2023年 | Investment, MPF
2023 second quarter MPF Fund Performance Review Despite the continuing rebound of global markets, MPF funds collectively lost about 0.95% in Q2 2023 but are still up 3.07% for the first half of 2023 according to MPF Ratings. US inflation data continues to show...
Apr28日, 2023年 | Investment, MPF
2023 first quarter MPF Fund Performance Review Global market rebound kept the momentum in the first quarter of 2023. According to MPF Ratings, MPF funds rose an average of about 4.06% in Q1 2023 despite multiple banking crises in Europe and the US. While...
Feb7日, 2023年 | Insurance, Investment, MPF
Tax deductible products for assessment year 2022-23 As we approach the end of the 2022-23 assessment year on 31 March 2023, it is a good time to review the 3 tax deductible products in the market – Qualifying Deferred Annuity Policy (QDAP), MPF Tax-Deductible...
Jan20日, 2023年 | Investment, MPF
2022 MPF fund performance review MPF funds lost an average of about 15.7% in 2022 as high inflation prompted many developed countries to raise interest rates and tighten monetary policies while geopolitical conflicts and pandemic worries persisted. As US inflation...
Dec31日, 2022年 | Insurance
How to choose an individual critical illness insurance plan? How to choose an individual critical illness insurance plan? Critical illness (CI) insurance provides a lump-sum payment without limitation of usage which may be used for protection against risk of lost...
Oct24日, 2022年 | Investment, MPF
2022 third quarter MPF fund performance review All MPF equity, bond and mixed assets funds fell further in the 3rd quarter of 2022 and are in negative territories year-to-date as inflation, rising interest rates, geopolitical conflicts continue to haunt the market....
Oct10日, 2022年 | Insurance
How to choose an individual medical insurance plan? To maintain a healthy lifestyle, besides eating right, exercising regularly and sleeping well, having a comprehensive individual medical insurance plan can help bring peace of mind when needs arise. The following...