Thought Series

2023: Fourth Quarter Wrap
2023 was marked by significant geopolitical tensions – 2 major conflicts with their ripple effect on global supply chains and security.
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2023: Third Quarter Wrap
After gains in the first half of 2023, the third quarter saw both equities and bonds posting a negative return.
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2023: Second Quarter Wrap
A quarter which started with US debt ceiling concerns has witnessed the US Congress approve legislation that..
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2023: First Quarter Wrap
Starting with the US: The Fed’s double‐edged sword (Interest rate) Over the past year, the Fed has raised the benchmark rate 9
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2022 : Final Quarter Wrap
We end 2022 as a year where the value of all asset classes: equities, debt, real estate, crypto etc. have witnessed major...
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2022: Third Quarter Wrap
After a July rally which was largely driven by resilient corporate earnings, the rest of the quarter was gloomy with most asset classes (including bonds and stocks) giving negative returns. Regulators across the globe joined a belligerent US Federal Reserve (Fed) in raising rates to fight inflation. With the Fed...
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2022: Second Quarter Wrap
While the first quarter of 2022 was characterised by uncertainty, the second quarter saw a lot of the concerns fructify. The eye-opener for a lot of investors has been the speed at which regulators, markets and asset classes have acted during this tough economic environment. Some regulators have been quick...
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