Tag: family office

US economic soft-landing is achievable but Fed’s job is not yet done

Headline US inflation is slowing down; we remain cautious of core sticky inflation

Adopted a 4-step framework approach in navigating change in the market regime.

Investment Outlook 2023: Navigating Uncertainty: Defense with Diversification

Markets currently appear to need further sequential evidence before pricing in a more sustained period of higher yields

While disinflation should produce moderation, conditions to allow a Fed pause are not yet in place.

Monetary authorities remain focused on their price stability mandates and continue to tighten policy

Opportunities in selective quality companies within the Developed Tech sub-sector

The equities market is clearly caught between a rock and a hard place