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Our Investment Ideas
Silver: A Tactical Play
Silver is emerging as a high-powered asymmetric play—combining fiscal tailwinds, industrial demand, and historical outperformance in...
7 days ago
Singapore in Focus: A Timely Investment Opportunity:
As geopolitical tensions rise and global economic cycles diverge, Singapore is emerging as a strategic outlier—offering a rare...
May 9
The New Chinese Cycle: Reflation in a World of Retrenchment
The World's two biggest economies are going on diverging growth paths. While the US would welcome an economic slowdown to bring yields...
Apr 22
Strategic Hedging of a Bond Portfolio
Structural tensions along the US yield curve call for a defensive and proactive approach to bond portfolio management, especially for...
Apr 21
AI: The Inevitable Investment
Global GDP has historically relied on three pillars: population growth, capital investment, and productivity gains. Today, two of those...
Feb 14
Avoiding the Yields Dilemma: A Dual-Path Strategy
The proposed product is 100% Capital Guaranteed, designed to capitalize on movements in US long-term yields, regardless of direction,...
Jan 29
Space and Defense: The Next Frontier of Innovation
The interconnected space and defense sectors are set for rapid expansion, with an annual growth rate of 15% through 2030, fueled by...
Jan 15
Longevity Economy: Investing in the Age of Life Extension
The global aging population is reshaping economies, with significant implications for various industries. By 2030, 1 in 6 people will be...
Dec 30, 2024
Commodities: Capitalizing On Persistent Inflation
Equities and bonds tend to be positively correlated in high-inflation environments. While equities perform best under low and stable...
Dec 16, 2024
Semiconductors: the Backbone of Global Innovation
Semiconductors are the foundation of modern industries, driving innovation and economic growth. In 2023, the global semiconductor market...
Nov 28, 2024
Nuclear Energy: Powering a Sustainable Future
Nuclear energy is one of the cleanest sources of power available today, emitting significantly less carbon than solar, biomass,...
Nov 12, 2024
Harnessing the Power of 5G and Communication Services
The global 5G market is poised for remarkable expansion, projected to grow at a compound annual growth rate (CAGR) of approximately 16%....
Oct 30, 2024
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