In 2023, Singapore’s biggest bank, DBS Group, advocated for the “Return of 60/40” for optimal risk-reward investment, balancing income-generating bonds with secular-growth equities, and the strategy paid off handsomely, yielding 10.7 per cent in gains. It marks a highly successful year of earnings for the company, topping its own profit estimates.

So what lies ahead, and how can investors continue to ride on this record-breaking wave of  achievement? In its latest Q1 report, DBS outlines its assessment for 2024, with the prediction that current market conditions will serve as a supportive environment for risk assets. According to the company’s research, the efficacy of its Barbell Strategy, implemented last year, will continue to drive positive performance for growth stocks over value stocks. DBS also reveals that the shifting of consumer mindsets, driven by the demand for exclusivity, will redefine the luxury sector, as well as future-forward infrastructural spend.

Delve into the full report and case study here as DBS publishes its findings for investors, and summarises its CIO insights for the first quarter of 2024.

All images courtesy of DBS.