Research Articles

Told you so: The ceasefire is collapsing, and inflation is still climbing

Two weeks after we warned the ceasefire was fragile, the US and Iran are exchanging strikes again — and the inflation pressures we flagged have only strengthened, with the Fed now officially confirming one of them.

ETF Focus List 2026 – Positioning for the opportunities ahead

With over 11,100 ETFs available on our platform, choosing the right ETF for your portfolio can be a challenging and time-consuming task. Our ETF Focus List zeroes in on the best-in-class ETFs from a wide range of options. Read on to find out what has changed in the latest edition of our ETF Focus List.

Newly Issued Bond: KT&G Corporation USD Bonds; IPG : 5.22%

KT&G’s new 3.5-year USD bond offers investment-grade quality, low leverage and improving profitability, though final pricing may tighten from initial guidance.

Investment Grade Bonds 2H26 Outlook: Slow, steady, and selective

Investment-grade bonds remain attractive for steady carry, though tight spreads and heavier issuance call for careful credit and duration selection.

Topping up your FSM Global Account: A Guide for Global Investors

[Promotion] Moving beyond the crisis – Get on the right foot with 2 free* ETF trades

Put the strategies you’ve heard at FSM Global’s ETFestival x Mid-Year Review 2026 to the test and enjoy 2 free* trades on selected ETFs till 31 July 2026. Terms and Conditions apply*.

UltraGreen.ai: Illuminating the future of surgery

We examine how UltraGreen.ai is positioned to capitalise on the structural adoption of fluorescence-guided surgery and assess its ability to deliver sustained earnings growth through its dominant ICG franchise, expanding global footprint and integrated surgical technology ecosystem.

Top Equity Funds [2Q26]: The energy trade fades, semiconductor takes the baton

As geopolitical tensions eased in 2Q26, investors rotated decisively from energy into AI, propelling semiconductor-focused funds to the top of the performance rankings. With the AI rally back in full swing, where are the best investment opportunities for 2H2026?

Demand for AI continued to drive Singapore’s industrial output in May 2026

Singapore's manufacturing output expanded 13.0% year-on-year in May 2026, propelled by a 35.8% surge in electronics and 32.2% growth in precision engineering as AI-related semiconductor demand accelerated. Broad-based strength in industrial output reinforces our constructive view of Singapore equities.

Top Bond Funds 1H26: Duration was no free lunch, but carry helped meaningfully

Carry led 1H26 bond fund returns, while Asian local-currency bonds lagged as higher local yields and weaker FX hurt performance.