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Our 2023 Investment Thesis – Seeking Alpha


Piggy Bank on top of wooden block. Budget Plan 2023.

Chee Siong Teh

2022 was a bad year for most kinds of core investment assets, from the least-risky Treasury securities to the most volatile corners of the equity market. Persistently high inflation forced central banks to adopt an increasingly hawkish posture on

Our Thesis

Equities: A Question of Leadership

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Fixed Income: Yields and Spreads

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No Free Lunch in Private Markets

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Don’t Panic, But Don’t Expect Unicorns Either



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