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Tailored Lending Solutions
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Research Hub
Education Hub
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Providing clarity through expert analysis to guide your financial journey.
16 Dec 2024
Market Outlook for 2025
This week’s insights are inspired by the latest report from J.P. Morgan Private Bank, exploring themes that promise to shape portfolios in the year ahead.
9 Dec 2024
Navigating macro uncertainty with Alternatives
Elevated inflation volatility and geopolitical uncertainties are reshaping asset allocation strategies, with alternatives like private equity, infrastructure, and private credit becoming vital for generating returns and managing risk.
29 Nov 2024
House Views – December 2024
Curious about what lies ahead for the global markets as we are about to enter 2025?
25 Nov 2024
Time to Deliver
As we approach 2025, global markets are navigating a delicate balancing act. Economic uncertainty, shifting political landscapes, and transformative trends like AI adoption and sustainability are reshaping the investment landscape.
18 Nov 2024
Let the Answer Be Revealed
The landscape of global markets continues to evolve. We expect the financial markets to be shaped by dynamic themes such as the implications of the US election, the resilience of India amid a temporary slowdown, and the transformative potential of artificial intelligence across a wide variety of markets.
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.
