As we enter Q4 2024, the financial landscape is shifting rapidly. With global interest rate cuts and China’s market experiencing a strong rally, investors face both opportunities and uncertainty. This 1.5-hour webinar will provide actionable insights on where to invest in the last quarter of 2024, helping you to make informed decisions amidst market volatility.
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Key Sharing:

๐ข๐ฝ๐ฒ๐ป๐ถ๐ป๐ด ๐ฅ๐ฒ๐บ๐ฎ๐ฟ๐ธ๐ ๐ฎ๐ป๐ฑ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ข๐๐๐น๐ผ๐ผ๐ธ (๐ฐ๐ฑ ๐บ๐ถ๐ป๐๐๐ฒ๐)
๐ฆ๐ฝ๐ฒ๐ฎ๐ธ๐ฒ๐ฟ: ๐๐ผ๐๐ถ๐ ๐๐ผ๐ฎ๐, ๐ฆ๐ฒ๐ป๐ถ๐ผ๐ฟ ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฆ๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ๐ ๐๐ถ๐ฟ๐ฒ๐ฐ๐๐ผ๐ฟ
Louis will kick off the webinar with an in-depth analysis of the current market environment, focusing on global rate cuts, China’s recent rally, and their potential impact on various asset classes. He will also provide macroeconomic insights, covering key trends to watch and how they may influence different investment strategies in Q4 2024.
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๐ฃ๐ฎ๐ป๐ฒ๐น ๐๐ถ๐๐ฐ๐๐๐๐ถ๐ผ๐ป: ๐ง๐ฎ๐ถ๐น๐ผ๐ฟ๐ฒ๐ฑ ๐ฆ๐๐ฟ๐ฎ๐๐ฒ๐ด๐ถ๐ฒ๐ ๐ณ๐ผ๐ฟ ๐๐ถ๐ณ๐ณ๐ฒ๐ฟ๐ฒ๐ป๐ ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ ๐ฃ๐ฟ๐ผ๐ณ๐ถ๐น๐ฒ๐ (๐ฐ๐ฑ ๐บ๐ถ๐ป๐๐๐ฒ๐)
Three expert speakers will discuss strategies for three distinct client profiles, offering personalized advice based on risk tolerance, market involvement, and investment goals.
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๐๐ป๐๐ฒ๐๐๐ผ๐ฟ ๐ฃ๐ฟ๐ผ๐ณ๐ถ๐น๐ฒ ๐ญ: ๐ง๐ต๐ฒ ๐๐ผ๐ป๐๐ฒ๐ฟ๐๐ฎ๐๐ถ๐๐ฒ ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ
๐ฆ๐ฝ๐ฒ๐ฎ๐ธ๐ฒ๐ฟ: ๐๐น๐ถ๐ฐ๐ฒ ๐ง๐ป๐ด, ๐ช๐ฒ๐ฎ๐น๐๐ต ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐ฟ
This profile focuses on investors who prefer low-risk investments, parking substantial amounts of cash in Fixed Deposits, Treasury Bills (T-Bills), or Singapore Savings Bonds (SSB). With the rate cuts, they now face reinvestment risks. The speaker will address how to navigate these risks while maintaining a conservative approach, discussing options such as using money market funds, quality bonds, capital guaranteed instruments or exploring defensive sectors.
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๐๐ป๐๐ฒ๐๐๐ผ๐ฟ ๐ฃ๐ฟ๐ผ๐ณ๐ถ๐น๐ฒ ๐ฎ: ๐ง๐ต๐ฒ ๐๐ฐ๐๐ถ๐๐ฒ ๐ง๐ฟ๐ฎ๐ฑ๐ฒ๐ฟ
๐ฆ๐ฝ๐ฒ๐ฎ๐ธ๐ฒ๐ฟ: ๐๐ฒ๐น๐๐ถ๐ป ๐๐ถ, ๐ช๐ฒ๐ฎ๐น๐๐ต ๐ ๐ฎ๐ป๐ฎ๐ด๐ฒ๐ฟ
This speaker will address active traders who are closely watching short-term market movements. Should they short the U.S. market amid rate cuts and take advantage of China’s rally? This part of the discussion will dive into speculative strategies, technical analysis, and tactical positioning for those seeking to capitalize on short-term market swings.
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๐๐ป๐๐ฒ๐๐๐ผ๐ฟ ๐ฃ๐ฟ๐ผ๐ณ๐ถ๐น๐ฒ ๐ฏ: ๐ง๐ต๐ฒ ๐๐๐๐ ๐ช๐ผ๐ฟ๐ธ๐ถ๐ป๐ด ๐ฃ๐ฟ๐ผ๐ณ๐ฒ๐๐๐ถ๐ผ๐ป๐ฎ๐น
๐ฆ๐ฝ๐ฒ๐ฎ๐ธ๐ฒ๐ฟ: ๐๐ถ๐ฐ๐ธ๐๐ผ๐ป ๐ฃ๐ฒ๐ธ, ๐๐ถ๐ป๐ฎ๐ป๐ฐ๐ถ๐ฎ๐น ๐ฆ๐ฒ๐ฟ๐๐ถ๐ฐ๐ฒ๐ ๐๐๐๐ผ๐ฐ๐ถ๐ฎ๐๐ฒ ๐๐ถ๐ฟ๐ฒ๐ฐ๐๐ผ๐ฟ
For busy working adults who are aware of the market shifts but lack time to actively manage their portfolios, this speaker will recommend practical, time-efficient investment strategies. They will explore the use of passive investments, such as funds, managed portfolios and using dollar-cost-averaging-method, allowing these investors to participate in market gains without requiring constant monitoring.
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๐๐น๐ผ๐๐ถ๐ป๐ด ๐ฅ๐ฒ๐บ๐ฎ๐ฟ๐ธ๐:
A brief wrap-up summarizing key takeaways from the market outlook and panel discussion, followed by a Q&A session to address audience questions.
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๐๐จ๐ฌ๐ญ๐๐ ๐๐ฒ ๐๐จ๐ฅ๐ข๐ฌ๐ญ๐ข๐ ๐๐๐๐ฅ๐ญ๐ก ๐๐ฅ๐๐ง๐ง๐๐ซ๐ฌ
As our name suggests, Holistic Wealth Planners is a team of financial advisors whose planning philosophy encompasses wealth protection, wealth accumulation and wealth distribution, not as separate categories but as an integral process of the overall financial journey throughout our clients’ lifetime. We are a financial advisory team from Phillip Securities Pte Ltd. Our team has more than 43 advisors and we are collectively servicing more than 7,800 clients with over $500 million in assets under advisory.