Navigating the complex world of investments requires a blend of strategic foresight and adaptive execution. The first half of 2024 was a testament to these principles for Roffel Investments. Despite significant market volatility and underperformance against the MSCI AC Asia-Pacific Index, a steady course was maintained by leveraging a deep understanding of macroeconomic trends and tactical asset allocation -

A key component of investment management requires the use of intelligent distribution of portfolio assets. No matter the details of this framework in question, the general premise of asset allocation is the balance and optimisation of risk-reward given a number of assets within a portfolio.

In 2011-2021, Roffel Investments achieved a Compound Annual Growth Rate (CAGR) of 8.59%. During the same period, our benchmark STI Index, returned a CAGR of -1.1423% sans-dividend.

The methods introduced into the system we employed was an intricate mix of Qualitative and Quantitative principles…