Despite headwinds: tariffs, export controls and valuation concerns, US mega-cap tech is holding strong. Microsoft, Meta, Alphabetand NVIDIA continue to deliver, powered by AI-led innovation and robust cash flows.
When volatility hits, conviction matters! Staying invested in quality tech may still be the winning play.
With Germany making a historic shift in interest rates, bond markets remain on edge. As rate volatility persists, investors should brace for a bumpy ride ahead in 2025.
In this uncertain environment, maintaining adequate duration diversification across bond portfolios remains a key strategy. Navigating interest rate swings requires flexibility and foresight. Does your allocation reflect the new normal?
Our ability to respond with agility to changing economic and geopolitical conditions enabled us to deliver strong financial results in 2024. The report offers an in-depth look at our financial results, strategic priorities and the progress we have made throughout the year.
The S&P 500 has plunged into correction territory shaken by “Trumpeconomics”. Fears, tariffs, austerity and recession talks are back. Bearish sentiment is at its highest since 2022, with GDP forecasts signaling contraction.
Meanwhile, technicals suggest the market is oversold, with the S&P 500 slipping below its 200-day moving average, an event seen only twice since the bull market began in 2022. Is more downside ahead?
