Investment briefing
2025: A Rollercoaster Year for Global Investors
The year 2025 was quite the rollercoaster for global investors with many ups and downs throughout. Markets swung from tariff-driven selloffs to AI-fuelled rallies, and finally to valuation concerns as optimism collided with stagnating growth. For investors, the year emphasised the importance of diversification in a global market.
Investment briefing
To Hedge Or Not To Hedge? That Is The Question
Looking back over last decade, it is very evident (in the rear-view mirror) that there has been more than a little variance associated with holding US dollars and dollar-priced assets.
Investment briefing
Bear markets start for various reasons, but the root cause is constant. Too much debt, too much euphoria and always, the lure of a new paradigm.