China population fell in 2022 for the first time in 6 decades, a historic turn with profound implications for its economy and the world. Professor Kishore Mahbubani, renowned diplomat and Chairman of Aggregate Asset Management, weighed in on the issue.
The Santa Rally never came, but Deep Deep, our machine learning AI, reigns supreme again
The second episode of this series featuring Lam Ji Ming, CFA, the fund manager of Aggregate Global Equities Fund
While the Anglo Saxon media does not get China wrong all the time, it does gets China wrong a lot of the time.
The United States has launched a major geopolitical contest against China without a long term comprehensive strategy. Professor Kishore Mahbubani gave his views in the Aggregate Future Series.
We beat Berkshire Hathaway, AVF (our own fund), Dow Jones and MSCI Asia Pacific. Our worthy competitor, Mr Tong’s portfolio, rode on the Asian markets’ recovery by picking several Asian big-cap stocks and bond funds (a different asset class), thereby achieving an awesome 13.51% return. Our congratulations to Mr Tong but the game is still afoot.
Can the world now breathe a sigh of relief after the meeting between President Biden and President Xi at the G20 Summit on 14 Nov 2022?
First-month results of the Battle of the Portfolios are out! Our AI called Deep Deep has performed admirably well, achieving 4.46% monthly return against the competing portfolios. From the comparison table, we can see that Deep Deep edged out Tong’s Portfolio by 2.38% and our very own Aggregate Value Fund by 0.83%.
The Aggregate Series is a new series of interviews featuring the fund management team and staff of Aggregate Asset Management. This series kicks off by featuring Dr Chai Woon Huei, our data scientist and quantitative researcher.
Presently, we use AI as a stock screener to add value to our decision-making process. Join us in this AI discovery journey and may the best portfolio — man vs machine; concentrated vs diversified, win.