AVF has demonstrated a remarkable Compound Annual Growth Rate (CAGR) of approximately 12.01% over a 3-year period from April 2020 to April 2023. The 40.84% growth rate of AVF over the past three years also outperforms the AC Asia Pacific by 31.17%.
The recent failure of Silicon Valley Bank (SVB) has sparked discussions about the importance of diversifying our retirement portfolios. SVB had been a key player in providing finance and services to technology startups for many years but its collapse due to heavy investment in treasury bonds has highlighted the risks of not diversifying investments.
Brendan Murray delves into the issue of losing one’s sense of identity upon retirement. Murray shares his personal experience of feeling lost after retiring, as his career and work had previously defined his identity.
The Aggregate Series is an interview series featuring the fund management team and staff of Aggregate Asset Management (AAM). In this episode, investment analysts Belfort Tan and Cheen Wee Kiang discuss their roles and experiences working at AAM.
What do you think of when you think of “retirement”? Is it about slowing down, stepping aside, withdrawing into an extended period of leisure? Dean Waggenspack argues that retirement should be viewed as a time of renewal and reinvention instead.
Navigating your retirement can be tricky. What does retirement mean, and how do you continue to live vibrantly during it?
Dr Riley Moynes, an author and retired educator, identified these 4 phases of retirement: Vacation, Loss, Trial and Error. Which phase are you in now?
Aggregate Asset Management’s investment philosophy is reflected in its name — Aggregate. Its funds such as the Aggregate Value Fund and the Aggregate Global Equities Fund are aggregations of many stocks. Based on AAM’s proprietary machine learning outcomes, the funds invest in the top 1% of stocks in the investing universe.
Inflation and potential famine appear to be the flow-throughs to the global economy from the Russia-Ukraine War. What are the likely geopolitical and economic shifts once the fog of war lifts? Also, find out important ways to fortify portfolios, including the feedback from Machine Learning on equities.
Meet Gilbert, a man of many talents, a quirky sense of humour, and an uncommon sense of optimism. Quite unexpected for a wheelchair-using individual, you would think.