My big boss Christopher Tan from Providend often encourages us to put out our thoughts in the public realm.
The main reason is that in order to explain things clearly and in a simple manner, you have to know your stuff, be able to distill information, data and knowledge into wisdom.
This weekend, Sunday Times’ Me and My Money interviews Liu Chunyen, who is the chief investment officer at insurance firm AIA.
This is one of the better Me and My Money interview. Ms. Liu discusses getting wrong about the commodities trend, and the usually Me and My Money topics.
It is quite interesting that for someone who grew up when the Taiwan stock market was booming, and a CIO, her allocation usually stayed around 60% in fixed income and 40% in stocks. She is happy with a 5% to 10% returns a year with a 5% target rate of return....