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Family Legacy Planning
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Research Hub
Education Hub
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Providing clarity through expert analysis to guide your financial journey.
11 Nov 2024
U.S. Election Recap
The recent U.S. election has resulted in a Republican victory, leading to significant market movements. U.S. large-cap and small-cap stocks, along with bond yields, have risen sharply.
3 Nov 2024
Navigating Economics and Market Limits
The report underscores that, while easing inflation has granted more freedom to central banks, there remain significant constraints, particularly in the US, as policy efforts encounter structural and pricing challenges.
27 Oct 2024
Navigating Post-Election Strategies
With the upcoming US presidential election just weeks away, markets are watching closely as candidates propose significantly different economic policies.
20 Oct 2024
Diversify to Amplify
In this week’s Vantage Point, we review Goldman Sachs’ latest global strategy report. As interest rates begin to decline globally, the report emphasizes the importance of regional diversification to maximize risk-adjusted returns.
13 Oct 2024
Recession probability back to 15%
The Fed surprised markets with a 50bp rate cut, shifting its focus from inflation control to employment concerns. This marks the beginning of a new rate-cutting cycle that Goldman expects to continue through 2025.
7 Oct 2024
The Agony and The Ecstasy
The report, titled "The Agony and the Ecstasy 2024," explores the reality that even well-managed companies, profitable at their peaks, can experience catastrophic declines due to various risks.
29 Sep 2024
House Views – October 2024
Curious about what lies ahead for the global markets as we enter the final quarter of 2024?
22 Sep 2024
Managing Reinvestment Risks
As interest rates have risen to the highest level seen in decades, many investors have found short-term yields attractive.
16 Sep 2024
Can the US economy avoid a recession?
This is a report from Goldman Sachs. We dive into the report to explore the likelihood of the US economy achieving a soft landing amid recession concerns.
8 Sep 2024
Is the Fed behind the curve?
Chair Powell clearly signaled a dovish pivot at Jackson Hole, but has the Fed has waited too long to cut rates amid this more worrying macro backdrop?
