Q1 2025 – Legacy Market Review

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.

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.

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?

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…

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…

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…

The second quarter of 2024 was marked by a complex interplay of strong financial market performance, persistent inflation, and geopolitical risks. While consumer spending and labor markets remained robust in…

It was a pleasure to participate in PWN Insight Tour when PWN family members from Australia and New Zealand visited Singapore. I enjoyed facilitating an interesting lunch discussion on 17th…