Category: Insights

As we look towards 2025, ultra-high net worth individuals (UHNWIs) face a complex global economic environment influenced by various factors that significantly impact wealth preservation, growth, and strategic management. Rising inflation, technological advancements, geopolitical tensions, and changing growth patterns in…

US Economy’s Progress Towards a “Soft Landing” Narrative Macro Events On October 17, 2024, the European Central Bank (“ECB”) announced a significant adjustment, reducing its key interest rate to 3.25% [1]. This marks the ECB’s third quarter-point cut this year…

Resurgence of Chinese Stocks In September 2024, The Federal Reserve initiated its rate-cutting cycle with an assertive 50 bps reduction, a bolder step compared to other leading central banks. Fed Chair Jerome Powell emphasized that this decisive action was aimed…

Tactical Positioning Amidst Imminent Rate cuts in the USGlobal equities began August 2024 with a sharp decline as a series of global macroeconomic risks unsettled markets, sparking a widespread sell-off. The CBOE Volatility S&P 500 Index (“VIX”), often referred to…

Politics have dominated headlines in July 2024. On 13 July, former President Donald Trump was wounded in an attempted assassination during an election rally. [1] Shortly a week later, following a disappointing performance in a debate and repeated calls from…

Defining Moments in the First Half of 2024In the first half of 2024, the global economy exhibited robust strength, defying earlier predictions of rapidly falling inflation. This period also witnessed significant policy shifts. In March, the Swiss National Bank led…