Tag: family office

We argue that the risk-reward is increasingly skewed towards Global Equities

Adhere to fundamentals and valuations and take a longer-term view on investment calls

Continue to favour defensive equity against the backdrop of recessionary risk

Asia region likely to remain highly favourable

Recession risk and our thoughts

Outperformance from China is likely to continue

Continue to favour Value over Growth stocks against a backdrop of uncertainty

Peak Inflation? – Market sentiments are mixed

The 3Rs – rates, recession and risk remain the outstanding in order to evaluate the market