• 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

  • October 26, 2026

Weekly Newsletter – 23rd October, 2026

Doubts over the payoff from massive AI spending triggered a sharp tech selloff, with Meta’s negative free cash…

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  • October 19, 2026

Weekly Newsletter – 16th October, 2026

Hot inflation and surging oil have revived expectations of a Fed rate hike, pushing the 10-year Treasury yield…

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  • October 12, 2026

Weekly Newsletter – 9th October, 2026

Bond yields climbed to multi-decade highs as oil stayed above $100 amid Gulf attacks and hurricane-related supply risks,…

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