• March 29, 2025

Weekly Newsletter – Sailing Through Choppy Waters

US markets remain under pressure due to uncertainty around Trump’s actions and its effects on the economy. Investors look forward to “Liberation Day” when US announces its overall strategy on trade and tariffs. Europe and China have a much better run, but face their own risks and challenges. We continue to advise a nimble approach and diversification

  • September 16, 2026

Weekly Newsletter – 11th September, 2026

Markets confront a synchronized hawkish turn: the Fed, ECB and BOJ are all tightening together for the first…

READ MORE
  • September 7, 2026

Weekly Newsletter – 4th September, 2026

Markets shifted focus from earnings to macro as a blow‑out August jobs report (162k payrolls; 4.1% unemployment) lifted…

READ MORE
  • September 1, 2026

Weekly Newsletter – 28th August, 2026

U.S. markets closed the week higher as exceptional Q2 earnings S&P 500 profits up 52%, the strongest since…

READ MORE