Q2 2025 – Market Review

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Q2 2025 – Market Review

Articles

Q2 2025 was marked by an exceptional roller coaster of geopolitical and macro news flow. From tariffs to war in the Middle East and central banks cutting interest rates. The data shows that it was a quarter of marked good returns from most asset classes but it was also a quarter of exceptional worry and angst amongst governments the world over.

March 2025 – Philanthropy Impact Podcast Interview

Articles

I am pleased to share my podcast interview for Philanthropy Impact, where I share insights into my journey and my calling to make a difference in people’s lives through wealth and wellness. Thank you to John Pepin for this opportunity.

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Q1 2025 – Legacy Market Review

Articles

As President Trump began issuing a wave of executive orders, the global economic outlook quickly became more complex. Governments around the world were compelled to respond to a series of challenges sparked by what is shaping up to be a transformational set of policies—policies that may well herald a new world order.

wealth briefing european awards 2025

WealthBriefing European Awards 2025

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It was a pleasure to judge the WealthBriefing European Awards 2025. Not an easy task, as the entries were very high quality. Good luck to all the nominees! Wishing you all a fabulous evening at the Awards gala dinner tonight in London.

Jan 2025 – Legacy Investment Themes for 2025

Articles

What will the global fi nancial markets be like this year? Where does value lie? Will the incoming US administration’s policies cause an upheaval? Or will Emerging Markets again rise to the occasion and pull global growth forward?

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Q4 2024 – Legacy Market Review

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After the excitement of the US Presidential election in November, the global markets ended the year on a more subdued note. At an aggregate level global economic data showed little momentum in…

Oct 2024 – SID Board Risk Committee Essentials

Articles

It was good to be back at the Singapore Institute of Directors on Friday to attend the Listed Entity Director training on Board Risk. It was interesting to hear from the expert speakers and panelists. Always a…

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Q3 2024 – Legacy Market Review

Articles

It happened – US fed funds rates finally peaked. The Fed sprung a small surprise and cut interest rates by 50bps against a marginal majority view that the Fed would only cut rates by 25bps. The accompanying…