Investment Roundup Headline announcements from both the White House and the Fed provide some surface-level direction but largely remain fluid and uncertain. Trade negotiations are progressing unevenly, and the long-term effects of tariffs are yet to fully materialise. The Fed’s measured approach signals a deliberate wait-andsee posture, setting the stage for markets to remain firmly […]

Investment Roundup With valuations running high and volatility low, markets seem to be priced for perfection. However, this optimism may be masking certain risks, such as an unexpected inflation spike or delayed policy easing. In such an environment, one might find value in strategies that protect on both sides. Call spreads can offer modest upside […]

Investment Roundup Against the turbulent backdrop, it calls for a cautious approach to risk-taking. Investors should refrain from extending duration or increasing beta exposure until greater clarity emerges on both geopolitical developments and trade policy trajectories. At the same time, we continue to see merit in maintaining or building exposure to high Net International Investment […]

“28 days have passed since Trump’s inauguration as President of United States. Although investors are wary that his policies are inflationary, there seems to be a disconnect between this notion and actual market behaviour, given the exuberance in the equity markets. Gold remains the top performer among the high conviction Trump trades prior to the […]

Shifting Landscapes, Recalibrating Wealth The thematic themes for 2025 revolves around geopolitical volatility and economic resilience. This year will be characterised by significant political, economic, and technological challenges that are expected to shape global dynamics. Thematic Ideas: Geopolitical Adjustments and RisksElevated political risks from new leadership and geopolitical shifts may lead to a realignment in […]

Welcome to the Family Office Insights Series – Asia Pacific Edition, presented by Deloitte Private and Raffles Family Office in a shared vision to drive prosperity with the leaders of today and tomorrow. This report is part of Deloitte Private’s new Family Office Insights Series, which in 2024, will cover the top 10 family office […]