Investment Strategy

Jan 22, 2025

11:46 am

• U.S. growth, fuelled by productivity gains, is expected to exceed long-term trend with inflation likely to remain above the Fed’s 2% target. • Europe continues to grapple with political and tariff uncertainties, while potential stimulus measures in China could largely mitigate tariff impacts. • Aggressive tariffs and stricter immigration controls pose significant risks to…

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President Trump and the Year of The Snake

Jan 21, 2025

7:48 am

Call it an ironic alignment or whatever you may, but the inauguration of President Trump coincides with the celebration of the Chinese New Year of the Snake. The snake is symbolic of wisdom, knowledge, intelligence, intuition, and creativity –ideals that the incoming president would do well to embrace, potentially guiding his decisions for the betterment…

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The Emerging Themes of 2025

Jan 14, 2025

10:16 am

What will the global financial markets be like this year? Where does value lie? Will the incoming US administration’s policies cause an upheaval? Or will Emerging Markets again rise to the occasion and pull global growth forward? Those are the many questions that investors will have on mind this year as they traverse these times….

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Two Portfolio Questions to Start the Year

Jan 6, 2025

11:20 am

As the new year begins, we try to answer two of the most pertinent questions that investors have fretted over in recent times: Will bonds prove supreme to cash and could markets outside of the US, such as China, offer better returns in 2025? Read on to know more. Will Cash Beat Bonds? A great…

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