he global surge in ultra-high-net-worth individuals (UHNWIs), combined with tighter regulations, rising intergenerational wealth transfers, and a stronger demand for privacy, has accelerated the rise of family offices worldwide.
The UBS Global Wealth Report (2025) projects that more than US$83 trillion will transition over the next 20–25 years. Of this, approximately US$9 trillion will be transferred horizontally (spouse-to-spouse), and US$74 trillion vertically (to heirs). The United States alone will account for nearly US$29 trillion, making this the largest intergenerational transfer in history.
Flash PMIs signaled a solid start to Q4: S&P Global’s Composite PMI rose to 54.8 in October (from 53.9), with services leading and manufacturing expanding modestly—albeit alongside...
The income vs. wealth trap describes a paradox where professionals with substantial salaries remain financially fragile. Earning $200,000+ annually may project success, but when spending rises in step with income, little is left to build wealth.
Interest rate whiplash refers to the rapid, unpredictable changes in global interest rates that have become a defining feature of financial markets in 2025. These swings are driven by frequent central bank policy shifts, persistent inflation, and geopolitical uncertainty.
During the last week, U.S. markets operated under a veil of uncertainty, as the federal government shutdown delayed many key economic releases...
High-income professionals—those earning $200,000 or more annually—face unique retirement challenges. Despite strong earnings, many discover that traditional benchmarks no longer reflect their lifestyle or financial realities. Rising costs, longer life expectancy, and behavioral pitfalls widen the gap between expectations and preparedness.
The week was dominated by data and policy cross-currents: the ISM surveys showed manufacturing still in mild contraction (Manufacturing PMI 49.1) while services treaded water...
Behavioral wealth management blends traditional financial planning with psychology and behavioral finance. It acknowledges that investors are not always rational: emotions, cognitive shortcuts, and social influences can derail even the most carefully designed strategies.
For decades, the 60/40 portfolio—60% equities, 40% bonds—was the default investment blueprint. It balanced growth and income, risk and reward...
Economic data released during the week of September 22–26, 2025, reinforced the picture of a soft landing. Initial jobless claims fell to 218k, a two-month low, suggesting resilience...
U.S. equities advanced to fresh record highs as the Federal Reserve delivered a widely anticipated 25 bp rate cut, lowering the target range to 4.00–4.25%. Chair Powell emphasized...
In 2025, many high-net-worth individuals (HNWIs) continue to allocate large portions of their portfolios to cash or near-cash assets. The intent is clear: preserve capital, reduce risk, and maintain flexibility.
The week hinged on August inflation and labor data: headline CPI rose 2.9% y/y and 0.4% m/m (SA), while core was +3.1% y/y, reinforcing a “cooling-but-sticky” inflation mix...
The August jobs report (released Fri, Sep 5) showed nonfarm payrolls +22k with unemployment 4.3%, confirming a cooler labor market; average hourly earnings rose 0.3% m/m, 3.7% y/y...
The U.S. economy delivered a mix of resilience and caution in the final week of August. The second estimate of Q2 GDP was revised upward to 3.3% annualized, reflecting stronger...
As the Federal Reserve approaches its next policy meeting in mid-September, investors are asking one key question: will the Fed finally pivot and start cutting interest rates?
Labor data painted a cooler picture: initial jobless claims rose to 235,000, and continuing claims reached the highest since 2021, suggesting gradual labor...
The U.S. economy maintained moderate momentum during the week. July inflation data showed headline CPI at 2.7% y/y and core at 3.1% y/y, indicating a gradual easing from earlier...
The U.S. economy showed signs of cooling during the week. July’s ISM Manufacturing PMI remained in contraction territory at 48.0, while the ISM Services PMI slowed sharply to 50.1...
In the Eurozone, the macroeconomic backdrop remained fragile. Preliminary Q2 GDP data showed minimal growth of +0.1% quarter-over-quarter and +1.4% year-over-year, reflecting...
Creating the perfect mutual fund portfolio may seem like a daunting task, but with the right approach, it can be a rewarding experience. A well-structured portfolio can help secure your...
President Lagarde expressed a cautious outlook, signaling that further rate cuts in 2025 are unlikely. The U.K. market outperformed peers...
During the last week, U.S. markets demonstrated resilience, supported by strong corporate earnings and encouraging economic indicators. Inflation data showed June CPI rose...
During the last week, U.S. equity markets experienced moderate volatility as investors digested mixed economic signals. Inflation data for June showed a 0.3% monthly increase...
During the last week, the U.S. economy demonstrated resilience despite mixed macroeconomic signals. Nonfarm payrolls exceeded expectations...
During the last week, Markets in the U.S. closed at record highs, with the S&P 500 and Nasdaq reaching fresh peaks. This surge was driven by optimism around future Federal Reserve...
During the last week, the U.S. economy presented a mixed picture. Inflation remained sticky, with May's CPI holding at 2.4%, reinforcing the Federal Reserve's cautious stance on rate cuts...
e.l.f. Beauty’s acquisition of Hailey Bieber’s Rhode for up to $1 billion marks a significant shift in the beauty sector—and offers a compelling opportunity for investors. Beyond its...
The U.S. market focused heavily on inflation and labor market data last week. The May CPI report showed inflation moderating more than expected, with headline CPI up 2.3% YoY...
European equity markets were mixed, reacting to a landmark move by the European Central Bank (ECB) to cut interest rates by 25 basis points—its first rate cut since 2019...
Over the past week, U.S. economic data presented a mixed picture. The second estimate for Q1 GDP showed a 0.2% annualized contraction, driven largely by a surge in imports...
Buffett’s retirement isn’t just the end of an era, it’s a test. Can financial markets still produce leaders who resist herd behavior, embrace ethical transparency, and prioritize long-term...
Last week, U.S. markets posted gains despite mixed macroeconomic signals. The April CPI report showed inflation easing to 2.3% year-over-year — a four-year low...
Last week, U.S. markets posted gains despite mixed macroeconomic signals. The April CPI report showed inflation easing to 2.3% year-over-year....
U.S. equity markets surged during the week, driven by a landmark de-escalation in trade tensions with China. The Dow Jones Industrial Average jumped over...
The recent market sell-off, sparked by renewed trade tensions and tariff escalations under President Trump's administration, has reignited fears of a recession...
In Europe, the economic picture remained clouded by sluggish growth and stagnant activity. The Eurozone's inflation rate stood at 2.4%, prompting the European Central Bank...
The U.S. economy displayed a mixed picture during the week, as headline inflation continued to show signs of moderation, easing to an annualized rate of 3.2%...
The U.S. market experienced a sharp downturn during the last week, with the S&P 500 plunging by 6%, the NASDAQ entering bear market territory, and the Dow Jones shedding over...
The PCE price index, the Federal Reserve’s preferred inflation gauge, showed continued upward pressure, raising concerns over the persistence of inflation...
European markets faced pressure throughout the week amid heightened geopolitical uncertainty and weak economic data. The Eurozone’s GDP growth for Q4 2024 was revised...
Chinese equities posted strong gains, driven by investor optimism and expectations of further policy support from Beijing. The Shanghai Composite Index climbed 1.8% over the week...
Japan's market struggled as the economy showed signs of contraction and weakening global demand. Inflation slowed to 2.2% in February from 2.5% in January, driven by declining energy...
The global trade landscape continues to evolve with shifting U.S. trade policies, and the imposition of tariffs remains a significant market-moving event...
The U.S. stock market faced significant volatility during the week, with all three major indices—S&P 500, Nasdaq Composite, and Dow Jones Industrial Average (DJIA)—experiencing sharp...
The U.S. economy showed resilience over the past week, with key economic indicators suggesting steady growth. Inflation data for January revealed a headline rate...
European equity markets posted gains as corporate earnings generally outperformed expectations and economic data pointed to stability. The STOXX Europe 600, FTSE 100...
The U.S. market faced heightened volatility during the week of January 27 – February 2, 2025, as investors reacted to key economic data and policy developments. Inflationary pressures...
The semiconductor industry is once again at the center of investor discussions following the recent launch of DeepSeek R1, an AI model claiming breakthrough efficiencies in training...
The U.S. economy showed resilience during the week, with inflation holding steady at 2.9% year-over-year and core inflation at 3.2%. Initial jobless claims rose slightly...
The U.S. economy showed robust performance during the week, supported by solid economic indicators. Inflation for December 2024 stood at 2.9%, aligning with the Federal...
Precious metals—such as gold, silver, platinum, and palladium—are rare, naturally occurring assets valued for their intrinsic qualities.
The U.S. market experienced a strong start to the new year, driven by positive economic data and resilient market sentiment. Inflation concerns persisted, with the Federal Reserve signaling...
Digital wealth platforms offer AI-driven advisory services, automated portfolio management, and seamless user experiences, eliminating the inefficiencies of traditional private banking.
Value-based investing goes beyond financial returns by aligning investments with personal beliefs
As 2025 unfolds, global markets are navigating a dynamic landscape shaped by shifting economic policies, technological innovation, and evolving geopolitical trends...
During the week of December 16–22, 2024, U.S. equity markets experienced volatility driven by economic data and Federal Reserve policy actions. The GDP growth rate...
In today’s dynamic financial landscape, even the wealthiest investors can fall prey to poor decisions. Inflation, rising interest rates, and market volatility mean proactive wealth management is more crucial than ever.
The U.S. equity markets delivered strong gains during the week, buoyed by positive inflation data and a dovish tone from the Federal Reserve. Investor optimism pushed the S&P 500 up by ...
What Are Alternative Investments?
The U.S. market saw mixed economic signals during the week. November’s job report revealed the creation of 227,000 non-farm jobs (forecast: 202,000), but unemployment rose slightly...
AI-driven investment strategies use machine learning algorithms and predictive models to optimize asset allocation, forecast trends, and manage risk.
A recession-proof portfolio is an investment strategy designed to withstand economic downturns by balancing growth with stability.
Economic data showed a modest improvement in manufacturing activity, marking the first expansion in eight months. Investors are closely...
U.S. stock markets experienced a strong rally during the week, with the Dow Jones Industrial Average reaching a record high of 44,296.51 on November 22, marking its 44th record close...
Federal Reserve Chair Jerome Powell's remarks indicated a cautious approach to future rate cuts, emphasizing the economy's robustness and reducing expectations for...
After three days of growth following Donald Trump and the Republican Party's election victory, the S&P 500 neared 6000 points...
U.S. investors are at a critical juncture, balancing optimism for economic strength and earnings growth with concerns over market volatility and rising valuations. Following Donald Trump's historic re-election to the White House...
U.S. equities faced heightened volatility as a stream of economic data and upcoming political events fueled uncertainty. The S&P 500 declined by 1.37%, the NASDAQ fell by 1.50%...
The U.S. stock market showed mixed results last week, with the S&P 500 down 0.96%, the NASDAQ up 0.16%, and the Dow Jones...
While corporate earnings season began on a positive note, persistent inflationary concerns and geopolitical risks kept...
The week was marked by anticipation of key macroeconomic data and the Fed's upcoming decisions. Despite mixed economic signals and geopolitical risks...
The Federal Reserve's decision to cut interest rates always has a ripple effect across financial markets. it’s crucial to understand...
On Friday, the U.S. Department of Labor released a detailed employment report for September, which turned out to be entirely inflationary...
The U.S. stock market closed on a positive note last week, buoyed by optimism about economic resilience...
The major indexes rallied strongly following the Federal Reserve's half-point interest rate cut. Although the Fed has hinted at the possibility of another rate hike this year, markets largely...
Investors are weighing optimism about the economy’s strength against worries that persistent inflation could prompt the Federal Reserve to keep interest rates elevated for longer...
The main U.S. indices closed in negative territory last week, with the NASDAQ declining by 5.77%, the S&P 500 dropping by 4.25%...
U.S. stocks wrapped up a turbulent week and a volatile month with gains as optimism about a potential rate cut grew following the Federal Reserve’s latest inflation report...
On Friday, both stocks and gold prices rose, while the dollar index and Treasury yields declined...
The main U.S. stock indexes posted their strongest weekly gains of 2024, with the NASDAQ rising over 5%, the S&P 500 climbing 4%, and the Dow increasing by 3%...
All three major U.S. stock indices attempted to recover last week after a sharp decline. The NASDAQ dipped by 0.18%, the S&P 500 edged down by 0.04%...
All three major US stock indices closed in the red yesterday. The NASDAQ fell by 2.3%, the S&P 500 lost 1.37%, and the Dow declined by 1.21%...
Last week was eventful with significant news and statistics. Joe Biden announced on the X platform that he is withdrawing from the presidential race...
After a week in which market leadership continued to shift to small-cap and value equities, the major indexes concluded mixed. Value equities beat growth stocks...
Stocks moved higher in the first notably broad advance since mid-April. The Dow Jones Industrial Average, S&P 500 Index, and technology-heavy Nasdaq Composite moved to record intraday highs...
The S&P 500 Index continued to climb to record highs, although the market’s gains remained notably narrow. As measured by Russell 1000 indexes, growth shares outperformed....
Prior to the release of second-quarter earnings reports, there appeared to be a slight lull in market activity during the week when most U.S. stock indexes registered increases...
The major indexes ended mostly higher for the week, with the S&P 500 Index and Nasdaq Composite touching new highs. Relatedly, enthusiasm over the potential of artificial intelligence appeared to provide a continuing tailwind...
Most of the major benchmarks closed lower over the holiday-shortened week but rounded out a month of gains. In contrast to much of the month, small-caps performed better than large-caps, and value stocks held up better than growth shares...
The major indexes recorded widely varying results over the week, with the Dow Jones Industrial Average recording its biggest weekly loss (-2.33%) since early April...
During the week, the Dow Jones Industrial Average, S&P 500 Index, and Nasdaq Composite all reached all-time highs; the Dow, in particular, crossed the 40,000 mark for the first time...
The S&P 500 Index saw increases for a third week in a row as it got closer to its all-time high. The other main indices saw gains as well, with growth shares...
A run of three consecutive weeks of weekly losses for the S&P 500 Index and most other major benchmarks was broken by investors in response to the busiest week...
Stocks recorded their third consecutive week of broad losses, as concerns over tensions in the Middle East and the possibility of U.S. interest rates remaining “higher for longer”...
The major equity benchmarks retreated for the week amid heightened fears of conflict in the Middle East and some signs of persistent inflation...
Welcome aboard, beginner investor! Think of your initial $100 not as a mere drop in the financial ocean but as your ticket to the investment odyssey of a lifetime.
Most of the major indexes advanced over the shortened trading week to end a quarter of strong gains. The S&P 500 Index recorded new closing and intraday highs to end the week...
Stocks moved higher for the week, pushing the S&P 500 Index and the Nasdaq Composite to new records, as investors welcomed news that Federal Reserve policymakers were still anticipating...
Welcome aboard our financial galleon, as we chart a course through the tempestuous yet treasure-laden waters of the S&P 500.
Stocks were mostly lower for the week, as investors weighed upside surprises in inflation data and signs of moderating consumer spending...
Growing hopes that the Federal Reserve might begin cutting interest rates sooner rather than later appeared to help bring the large-cap S&P 500 Index and S&P MidCap 400 Index ...
In the realm of global finance, the sands are always shifting, and for the savvy investor or the curious expat, understanding the lay of the land...
Welcome to your friendly guide on building streams of passive income! If you're on a mission for financial freedom and looking to grow your wealth without the constant hustle, you've landed in the right place. Let's dive into seven fun and effective ways to make your money work for you, with some easy-to-follow steps to get you started.
Asian economies faced numerous challenges in 2023 – ranging from aggressive U.S. rate hikes to disappointing growth in China...
Benchmarks mixed as small-caps and value shares outperform. Some favorable earnings surprises balanced against discouraging inflation data left the major benchmarks mixed, with the S&P 500...
AOT reported 1QFY24 core profit of Bt4.6bn, +29% Q/Q , and ~10% below street estimate of ~Bt5.1bn. The miss largely resulted from higher-than-expected employee benefit expenses and D&A expenses...
In today's dynamic financial landscape, gaining a thorough understanding of stock investments and pension funds, including mechanisms like Singapore's Central Provident Fund (CPF), is essential for anyone looking to thrive in the global investment arena.
In today's dynamic world, the idea of retiring at the age of 40 is not merely a distant dream for many; it's an attainable goal. Achieving this goal necessitates a strategic approach to financial management, marked by disciplined saving, intelligent investing...
Stocks recorded another week of gains, bringing the Dow Jones Industrial Average and the S&P 500 Index to new all-time highs and marking the 12th weekly advance ...
Investing is vital for building wealth, combating inflation, and preserving the purchasing power of your savings...
In 2023, China Internet sector share prices were driven more by multiple de-rating than estimate revisions, given the fact that sector average stock return was -16%, on the back of an average 2024E PE multiple de-rating of 17%...
Stocks moved higher over the week, with large-cap growth stocks and the technology-heavy Nasdaq Composite Index outperforming the broader market...
Indonesia equity markets outperformed the broader Asia and emerging market indices for three consecutive years over 2021-23, with the Jakarta Composite Index (JCI) delivering a 7.5% return last year in USD terms thanks to strong FDI flow...
Stocks continued their weekly winning streak—the longest since 2017—as investors appeared to grow more assured that the economy would skirt a recession in the coming months. The S&P 500 Index briefly moved within 84 basis points...
Last week, the MSCI All Country World Index (MSCI ACWI) surged 2.6%. In the US, the S&P 500 Index closed 2.5% higher, recording its seventh consecutive week of gains – the longest streak for the S&P 500 since 2017...
Investing wisely is crucial for long-term financial success, and mutual funds have emerged as a popular choice for both novice and experienced investors. If you're considering entering the world of mutual funds, understanding the different types and their advantages can be the key to making informed investment decisions...
A late rally helped the major indexes end flat to modestly higher for the week. The small-cap Russell 2000 Index outperformed the S&P 500 Index for the third time in the past four weeks, helping narrow its significant underperformance for the year-to-date period. Growth stocks built modestly on their lead over value shares, however...
Most of the major indexes ended higher for the week, with the S&P 500 Index and Nasdaq Composite rounding out on Thursday their best monthly gains (8.9% and 10.7%, respectively) since July 2020...
Investing in bonds can be a cornerstone of a well-rounded investment strategy, offering a unique set of benefits that diversify and balance a portfolio...
For the fourth consecutive week, the global equities market continued to rise. The index finished higher (+0.97%) amid a shortened trading session as sentiment remained positive, driven by the consensus of the Fed pausing rate hikes in the next meeting on 12-13 December...
The global equities markets continue to rally by surging 2.99% for the third consecutive week driven by weaker-than-expected CPI, PPI and rising jobless claims. The 10-year treasury yields briefly traded at 4.379%, the lowest since Sept, falling from...
The global equities markets continue to rise on the back of the Fed’s dovish pause, a better-than-expected earnings season and the intensification of the Israel-Hamas war did not materialize...
Investing is a dynamic and powerful way to build wealth, but it comes with a fundamental principle every investor should grasp, which is risk...
The global equities market recovered strongly following a “dovish pause” by the Feds, slower-than-expected job growth (150k vs estimates of 170k), and this earnings season brought more surprises than disappointment...
In today's dynamic and ever-evolving economic landscape, the importance of investing money cannot be overstated. Investing is not just a matter of growing wealth; it's a strategic approach to securing your financial future, achieving long-term goals, and navigating the inevitable fluctuations of the economy.
The global equities markets fell by 1.95%, the second consecutive week of decline. The decline is attributed to downside earnings surprises (Alphabet and TSLA) and the risk of the Israel-Hamas war intensifying...
A lack of financial knowledge in today’s economic climate can precipitate severe consequences. Firstly, it can make one susceptible to scams and fraudulent activities. Secondly...
Spiking rates continued to punish long-duration equities despite generally better-than-expected earnings results this season thus far. The global equities market fell sharply by 2.49% caused by the rise of a 10-year yield past the 5% level, the first time since 2007...
To accumulate, grow, and secure one's future – these are goals pursued by practically everyone today. But how can one do this most effectively?
The global equities markets managed gains for the week from dovish comments from the Fed, despite losses in the latter part of the week stemming from pressures of higher oil prices and...
The global equities markets fell by 0.39%, a third week of decline, as the 10-year yield hit a 16-year high (4.8-4.9%) amid hotter-than-expected non-farm payrolls despite softer ADP employment and...
The global equity markets continued to decline on concerns that oil prices have surged by around 30% over the past three months, increasing concern about...
The Global Equities Markets fell sharply (-2.65%) after the Fed announced a hawkish pause leading to investors having to digest corporate and macro cross currents...
Investing is a powerful tool that can help you build wealth, achieve financial goals, and secure your future. While it may seem daunting at first...
The Global Equity Index traded with cautious optimism ahead of the Central Bank Meetings by rebounding 0.29% this week led by...
The global equity markets declined by 1.31% due to surging oil prices (+1.7% for the week) and mixed economic data dampening...
The global equity market continues to recover from the initial sell-off/correction in the first 2 weeks of August on the back...
Investing your hard-earned money can be both exciting and intimidating. Whether you are a seasoned investor looking to diversify...
Markets rallied into the close on Friday after positive implications of a strong US economy, despite calls for data monitoring...
The global equities market experienced its worst week of performance since Oct 2022 (-2.62%) as concerns over higher global interest rates...
For the consecutive second week, the global equity market sustained a decline, propelled by a complex interplay of data signals emanating from the US producer price index (PPI)...
The global equity market started off August sharply lower due to Fitch downgrading the US’s debt rating and soft economic data from China.
The global equity markets were higher for the week ending 28 July led by stocks in China after Beijing promised to take steps to bolster domestic demand, and expectations of the US interest rate peaking soon.
The global equity market rose by a mere 0.19% for the week ending 21 July 2023 led by MXUS rising by 0.70%.
The global equity market continues to rally on the back of a softening labour market, and lower CPI for June while the Chinese market rebounded strongly on improving policy-easing expectations despite poor economic data.
The global equity market tumbled by 1.31% on cooling growth signals, concerns about the upcoming earnings season, and geopolitical tension between US and China.
The global equity market continues to rally after last week’s breather as the Fed has temporarily paused its rate hike, inflation is moderating, and US data pointing towards a better economy than expected.
The global equities market fell the most in a week since March due to central banks indicating that interest rates will move higher as well as fears of inflation and recession.
The global equities market surged by 2.73% this week on the back of the US Fed pausing its interest rate hike cycle
The global equity market continued to rise on the back of the successful negotiations and approval to raise the US debt ceiling
Global markets turned positive in the latter part of this week driven by fading expectations of a debt crisis and a stronger-than-expected US job market.
In the latter part of the week, 25-26 May, global markets recouped most of their losses earlier in the week
Global markets declined on the back of rising geopolitical risk, concerns over the US debt ceiling, and Chinese data coming out weaker than expected despite better-than-expected corporate results in the US and Europe.
A data-driven week that kept the market fretting till Friday when the non-farm payroll and unemployment were released surprised the market.
Risk appetite returned to markets aided by some weak US data that supported expectations the Fed might soon call it a day on their rate hikes.
Global markets traded in a narrow band for the week as it waits for cues from this current reporting season as well as guidance and decision on interest rate by Fed
Global markets continued to be volatile but managed gains for the week on the back of 1) banking crisis fear...
The new liquidity measures from the Federal Reserve and the announcement that both SVB and Signature's depositors will be made whole looks to have shielded the banking industry from further contagion risk.
After a month of correction when investors started to fret and de-risk, good news surfaced and drove the global markets higher.
A volatile week for global markets on concern of interest rates remaining higher for longer stemming from a stubbornly high non-farm payroll and strong job growth
Markets trended higher this week fluctuating on the back of results announcement this week and waiting for Fed announcement on interest rates
The selloff came after Tesla missed market expectations for 4Q deliveries despite shipping a record number of vehicles. Share price of Tesla had already declined by 65%.
Market rallied this week on the back of China reopening and US inflation receding
In a relatively quiet and short week, news flow is typically very light as investors take stock of the year that was ravaged by multiple headwinds.
Fears of a recession continue to hamper the market following the Fed, ECB and BOE citing that rate will continue to trend higher to fight the stubbornly high inflation across the globe.
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