![[Webinar] Stay Ahead: FSM Managed Portfolio Updates + Navigating the AI Wave](assets/images/default.jpg)
We are almost halfway through 2026 and it seems like a different situation compared to just 2 months ago. Oil prices are dropping, the AI rally is taking a breather, and suddenly, it seems like we are just waiting for another headline event to take the lead. But is our portfolio resilient enough to take whatever the markets throw at it?
In this 2-parts webinar, iFAST research team will discuss and share a few pointers on the current AI rally and the energy situation. We will also touch on our Managed Portfolios which have been holding up fantastically despite a brutal first quarter of 2026.
Part 1: The AI rally is real. So is the energy shock. Here is how to position for both.
The AI rally keeps going. And oil prices are still elevated with a war that hasn't formally ended. Three questions we keep getting asked: Is this a bubble? Is a pullback coming? And if you missed the rally, is it too late to position? We will give you our honest answers to each. We will also show you where we think the real opportunities are.
Speaker
You Weiren, CFA
Senior Portfolio Manager, Research & Portfolio Management, iFAST Singapore
You Weiren joined iFAST in 2015 and currently serves as Senior Portfolio Manager of the firm’s discretionary managed portfolios, overseeing asset allocation decisions and the investment management process. He also heads the iFAST Research Team, which is responsible for investment research and analysis across asset classes, investment strategies, and geographical regions. Besides contributing his views to the local media, including Capital 95.8FM, Lianhe Zaobao and Channel News Asia, Weiren also speaks frequently at investment seminars and events. He sits on the firm’s investment committee, steering investment decisions for discretionary managed portfolios in Singapore and Malaysia.
Weiren earned his honours degree in Business Administration from the National University of Singapore. He is also a CFA charterholder.
Part 2: Our MAPS Portfolio are going stronger than ever
FSMOne's MAPS portfolios have been on a tear — Growth portfolios returned as much as 36.6% over the past 12 months and up to 17.4% year-to-date, outperforming their benchmarks across all five risk profiles. These gains weren't luck; they were the result of deliberate, conviction-driven calls — staying selective on US tech, overweighting Japan, and upgrading Asia ex-Japan semiconductors right before the market caught on. With AI infrastructure demand accelerating and Asia's chipmakers still in the early stages of their growth story, we believe the best is yet to come.
Speaker
Tan De Jun, CFA
Portfolio Manager, Research and Portfolio Management, iFAST Singapore
De Jun is a Portfolio Manager at iFAST, where he is part of a team that oversees the firm’s discretionary portfolios. He first joined the company in February 2018 as an equity analyst, providing analysis and research coverage across various markets and sectors, as well as on different investment products such as stocks, ETFs and Unit Trusts.
Besides contributing his views to the local media, including Business Times and Channel News Asia, De Jun also speaks occasionally at investment events. In his free time he enjoys reading across various subjects and playing computer games. De Jun graduated from Nanyang Technological University with a Bachelor of Aerospace Engineering. He is also a CFA Charterholder.
Details
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Date |
Wednesday, 17th June 2026 |
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Time |
7:00 PM |
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Language |
English |
Looking for more ways to learn about investing in 2026?
Join us live and in-person at Marina Bay Sands Expo on 11 July 2026 for FSM ETFestival x Mid-Year Review. Hear insights throughout the day from the iFAST Research Team and international asset managers like J.P Morgan, State Street, Amova, UOB Asset Management and more!
