
4% Interest Rates - Is it Here To Stay?
Let William from The Wealth Stewards Group answer the question whether 4% Fixed Deposits or Treasury Bills are here to stay.
Synopsis
As the world continues to grapple with a multitude of challenges, uncertainty looks set to remain in the foreseeable future. Rising inflation and rates will diminish consumer spending power, leaving global policymakers with one objective in mind - cooling the economy enough to slow rapid inflation. With no shortage of unfavorable headwinds and macro factors at play, what is the expected outcome for investors? How should (and shouldn't) we invest in this environment? Join us and Nikko Asset Management as we share how Nikko AM Shenton Short Term Bond Fund can fit well into your portfolio in this trying period of uncertainty and volatility. Ultimately answering the question whether 4% Fixed Deposits or Treasury Bills are here to stay.
Light Dinner will be provided.
For more information, you can email: stewardwealth@phillip.com.sg
Time Line
6:30pm - 6:45pm: Registration
6:45pm - 7:30pm: Seminar
7:30pm - 8pm: Dinner and Q&A
Speaker Profile
William Lim is a Financial Services Director and a dual-licensed Portfolio Manager at PhillipCapital. Prior to joining PhillipCapital, he served at a major foreign bank in Singapore for 6 years and has more than 14 years of investing experience.
He currently leads The Wealth Stewards Group, a team of Wealth Managers at PhillipCapital managing over $72 million of assets for more than 400 families. William manages the Core & Dividend Portfolios for The Wealth Stewards Group that has consistently outperform the benchmark since 2015. The team's mission is to help clients achieve their financial goals and the life that they envision by providing ethical, mathematical, and holistic portfolio advice.