News and Insights

All

Insight

Blog

Investment

InsightJuly 20, 2026

Weekly market report: July 20, 2026

June CPI fell 0.4% m/m — the largest monthly drop since April 2020 — bringing annual inflation to 3.5% vs. 3.8% consensus, with core flat on the month at 2.6% y/y, driven by a 5.7% slide in energy prices. Retail sales rose just 0.2%, the weakest gain in five months. Earnings season opened with solid results from JPMorgan, Goldman, Citi, Wells Fargo and Bank of America, but IBM plunged \~26% on a rare profit warning and Netflix fell over 8% on in-line results.

InsightJuly 15, 2026

Weekly market report: July 15, 2026

US equities absorbed a geopolitical shock and still closed the week higher, underscoring the resilience of the AI-led rally. The S&P 500 gained roughly 1% on the week to close Friday at 7,575.39 (+0.42% on the day) and the Nasdaq Composite rose over 1% to 26,281.61 (+0.29%), while the Dow Jones Industrial Average lagged, falling about 0.5% to 52,637.01 and snapping a four-week winning streak — a divergence driven by housing, airline and cruise names that sold off on Wednesday's oil-price spike (PulteGroup and D.R.

InsightJuly 7, 2026

Weekly market report: July 7, 2026

The US equity market navigated a holiday-shortened trading week (markets closed Friday, July 3rd, for Independence Day) dominated by labor-market data, Fed-independence headlines, and a marked de- escalation in Middle Eastern tensions. The week opened on a strong note as the Dow Jones Industrial Average closed above 52,000 for the first time on Monday, June 29th, buoyed by Alphabet's inclusion in the index (shares +4%) and a broad tech relief rally following the prior week's sharp losses, while sentiment was further lifted by a Supreme Court ruling upholding Federal Reserve Governor Lisa Cook's position — reinforcing central bank independence — and by reports that the US and Iran had agreed to halt hostilities after a weekend flare-up.

InvestmentJuly 1, 2026

Investbanq Insider: July, 2026

Every market cycle eventually earns a label. The years following the Global Financial Crisis were defined by extraordinary monetary stimulus and a hunt for yield in a near- zero-rate world. The pandemic recovery was defined by whiplash — a collapse followed by the fastest snapback in modern history, then the inflation shock that followed it. As we move through 2026, a new label is taking shape, and it is a more uncomfortable one for investors to sit with: resilient but not calm.

InsightJune 29, 2026

Weekly market report: June 29, 2026

U.S. equities were pressured by a sharp rotation out of AI, semiconductor and megacap technology stocks, despite still-resilient macro data. The BEA’s third estimate showed Q1 real GDP growth at 2.1% annualized, while May PCE inflation accelerated to 4.1% YoY, with core PCE at 3.4% YoY, keeping Fed tightening concerns alive. Initial jobless claims for the week ending 21 June fell to 236,000, suggesting the labor market remained firm.

InsightJune 22, 2026

Weekly market report: June 22, 2026

During 15–21 June 2026, U.S. markets were driven mainly by the Fed and geopolitics. The FOMC kept the federal funds rate unchanged at 3.50–3.75%, noting solid economic activity but inflation still above the 2% target.

InsightJune 17, 2026

Weekly market report: June 17, 2026

The BLS reported May CPI rose 0.5% MoM and 4.2% YoY — the highest annual inflation rate since April 2023, driven overwhelmingly by energy costs. PPI for final demand advanced 6.5% YoY in May, with goods prices up 2.8%. Initial jobless claims for the week ending 7 June rose to a three-month high of 229,000, above consensus of 219,000. Oracle shares fell despite strong Q4 results showing impressive cloud momentum, as ever-rising capex pushed free cash flow further negative.

InsightJune 8, 2026

Weekly market report: June 8, 2026

The last week was defined by strong macro data that ultimately hurt equities. The ISM Manufacturing PMI rose to 54.0 in May — the strongest reading since May 2022 — with new orders jumping to 56.8. The ISM Services PMI also beat expectations at 54.5, though the prices index climbed to a four-year high, reflecting energy cost pass-through from the Middle East conflict.

InsightMay 25, 2026

Weekly market report: May 25, 2026

During last week, U.S. equities extended gains as resilient macro data and strong earnings outweighed inflation concerns. Q1 real GDP grew 2.0% annualized, while April CPI accelerated to 3.8% YoY and core CPI to 2.8% YoY, keeping Fed-cut expectations cautious. Initial jobless claims fell to 209k, confirming a still-tight labor market, and the U.S. composite PMI stayed expansionary at 51.7.

InsightApril 13, 2026

Weekly Market Report: April 13

U.S. data during the last week was dominated by a tension between still-resilient activity and a renewed inflation shock. On the macro side, the ISM Services PMI for March came in at 54.0, signaling continued expansion, while the services new orders index stayed strong at 60.6 even as the employment component fell to 45.2, hinting at softer hiring beneath firm demand...

InvestmentApril 8, 2026

Investbanq Insider: April, 2026

In this edition of Investbanq Insider, we examine the strategic case for active bond management within a modern portfolio context, highlighting where the most compelling sources of alpha are emerging.

InsightApril 6, 2026

Weekly Market Report: April 6

U.S. data during the last week pointed to an economy that was still expanding, but with inflation risks clearly re-accelerating. The latest official growth backdrop remained softer than late 2025, with Q4 2025 real GDP up 0.7% annualized after 4.4% in Q3...

InsightMarch 30, 2026

Weekly Market Report: March 30

U.S. macro data during the last week reinforced a stagflation-leaning narrative. The latest official labor-market reading showed initial jobless claims rose to 210,000 for the week ended March 21, while the 4-week average edged down to 210,500, so layoffs still looked low but no longer improving...

InsightMarch 16, 2026

Weekly Market Report: March 16

The last week was dominated by a growing stagflation-style mix: inflation stayed sticky, labor data remained resilient rather than recessionary, and growth data were revised...

InsightMarch 10, 2026

Weekly Market Report: March 10

U.S. data during the last week pointed to a late-cycle economy that was still expanding in services but losing labour-market momentum. The February nonfarm payrolls report...

BlogMarch 4, 2026

2026 Investor’s Outlook

2026 is shaping up to be a year where two forces do most of the heavy lifting: massive capital spending (especially AI) and policy support. The AI investment wave hasn’t slowed—if anything, it’s becoming more entrenched...

InsightMarch 2, 2026

Weekly Market Report: March 2, 2026

The defining catalyst late in the week was geopolitical. Direct military confrontation escalated between the United States, Israel, and Iran, sharply increasing global risk premia...

InsightFebruary 24, 2026

Weekly Market Report: February 24, 2026

Incoming high-frequency data already pointed to a cooling but still-expanding economy: S&P Global’s flash February PMIs showed the composite index easing to 52.3 (the slowest pace in approximately 10 month)...

InsightJanuary 14, 2026

Weekly market report: January 14, 2026

The week’s macro narrative was “growth cooling, but not collapsing,” which kept the soft-landing base case intact and supported risk assets. Labor data were mixed: ADP showed only...

InsightJanuary 7, 2026

Weekly market report: January 7, 2026

Trading was thin and choppy around year-end, with macro signals mixed: weekly initial jobless claims fell to 199k (week ended Dec 27; released early due to the New Year holiday), reinforcing...

InsightDecember 24, 2025

Weekly market report: December 24, 2025

Risk sentiment recovered late in the week as cooler inflation and a still-stable labor market reinforced the “soft-landing” narrative. The BLS CPI report for November (released Dec 18)...

InsightDecember 17, 2025

Weekly market report: December 17, 2025

Last week was dominated by the Fed’s Dec. 10 FOMC decision (25 bp cut to 3.50%–3.75%) and a “meeting-by-meeting” tone, while inflation trading signals were muted because BLS..

InsightDecember 10, 2025

Weekly market report: December 10, 2025

U.S. markets ended the week modestly higher as investors positioned ahead of the upcoming Federal Reserve meeting, with expectations centered on a 25-bp rate cut and cautious..

InsightDecember 5, 2025

Weeky market report: December 5, 2025

The U.S. markets staged a strong rebound during the shortened Thanksgiving week, with the S&P 500, Dow Jones, and NASDAQ all posting gains of approximately 0.5-0.6% on Black...

InvestmentNovember 30, 2025

Investbanq Insider: November, 2025

As market volatility rises and investor sentiment cools, shifting toward defensive sectors may offer stability — and attractive returns..

InsightNovember 26, 2025

Weekly market report: November 26, 2025

Macro data for the last week sketched a picture of “slower but still solid” growth colliding with expensive equity valuations. The flash S&P Global US Composite PMI for November rose..

InsightNovember 12, 2025

Weekly market report: November 12, 2025

The past week was dominated by a sharp risk-off move in technology stocks amid an ongoing federal government shutdown, which has frozen key official releases such as payrolls, CPI..

InsightNovember 5, 2025

Weekly market report: November 5, 2025

Last week, the economic picture remained broadly supportive of the “soft-landing” narrative. While detailed government data were somewhat muted due to the federal shutdown..

BlogNovember 4, 2025

The Family Office Revolution

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.

BlogNovember 4, 2025

Generational Wealth Transfer

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.

InsightOctober 29, 2025

Weekly market report: October 29, 2025

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...

BlogOctober 27, 2025

The Income vs. Wealth Trap

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.

BlogOctober 22, 2025

Interest Rate Whiplash

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.

InsightOctober 15, 2025

Weekly market report: October 15, 2025

During the last week, U.S. markets operated under a veil of uncertainty, as the federal government shutdown delayed many key economic releases...

The Retirement Challenge for High Earners

BlogOctober 13, 2025

The Retirement Challenge for High Earners

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.

InsightOctober 9, 2025

Weekly market report: October 9, 2025

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...

BlogOctober 6, 2025

Behavioral Wealth Management

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.

InvestmentSeptember 30, 2025

Investbanq Insider: September, 2025

For decades, the 60/40 portfolio—60% equities, 40% bonds—was the default investment blueprint. It balanced growth and income, risk and reward...

Weekly market report: September 30, 2025

InsightSeptember 30, 2025

Weekly market report: September 30, 2025

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...

Weekly market report: September 24, 2025

InsightSeptember 24, 2025

Weekly market report: September 24, 2025

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...

Optimizing Excess Cash Holdings for HNW Investors

BlogSeptember 22, 2025

Optimizing Excess Cash Holdings for HNW Investors

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.

Weekly market report: September 18, 2025

InsightSeptember 18, 2025

Weekly market report: September 18, 2025

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...

Weekly market report: September 10, 2025

InsightSeptember 10, 2025

Weekly market report: September 10, 2025

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...

InsightSeptember 3, 2025

Weekly market report: September 3, 2025

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...

InvestmentAugust 31, 2025

Investbanq Insider: August, 2025

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?

InsightAugust 27, 2025

Weekly market report: August 27, 2025

Labor data painted a cooler picture: initial jobless claims rose to 235,000, and continuing claims reached the highest since 2021, suggesting gradual labor...

InsightAugust 20, 2025

Weekly market report: August 20, 2025

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...

InsightAugust 13, 2025

Weekly market report: August 13, 2025

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...

InsightAugust 6, 2025

Weekly market report: August 6, 2025

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...

InvestmentJuly 31, 2025

Investbanq Insider: July, 2025

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...

InsightJuly 30, 2025

Weekly market report: July 30, 2025

President Lagarde expressed a cautious outlook, signaling that further rate cuts in 2025 are unlikely. The U.K. market outperformed peers...

InsightJuly 23, 2025

Weekly market report: July 23, 2025

During the last week, U.S. markets demonstrated resilience, supported by strong corporate earnings and encouraging economic indicators. Inflation data showed June CPI rose...

InsightJuly 16, 2025

Weekly market report: July 16, 2025

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...

InsightJuly 9, 2025

Weekly market report: July 9, 2025

During the last week, the U.S. economy demonstrated resilience despite mixed macroeconomic signals. Nonfarm payrolls exceeded expectations...

InsightJuly 2, 2025

Weekly market report: July 2, 2025

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...

InsightJune 25, 2025

Weekly market report: June 25, 2025

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...

InvestmentJune 23, 2025

Investbanq Insider: June, 2025

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...

InsightJune 18, 2025

Weeekly market report: June 18, 2025

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...

InsightJune 11, 2025

Weekly market report: June 11, 2025

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...

InsightJune 3, 2025

Weekly market report: June 3, 2025

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...

InvestmentMay 31, 2025

Investbanq Insider: May, 2025

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...

InsightMay 28, 2025

Weekly market report: May 28, 2025

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...

InsightMay 23, 2025

Weekly market report: May 23, 2025

Last week, U.S. markets posted gains despite mixed macroeconomic signals. The April CPI report showed inflation easing to 2.3% year-over-year....

InsightMay 15, 2025

Weekly market report: May 15, 2025

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...

InvestmentApril 30, 2025

Investbanq Insider: April, 2025

The recent market sell-off, sparked by renewed trade tensions and tariff escalations under President Trump's administration, has reignited fears of a recession...

InsightApril 24, 2025

Weekly market report: April 24, 2025

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...

InsightApril 16, 2025

Weekly market report: April 16, 2025

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%...

InsightApril 8, 2025

Weekly market report: April 8, 2025

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...

InsightApril 3, 2025

Weekly market report: April 3, 2025

The PCE price index, the Federal Reserve’s preferred inflation gauge, showed continued upward pressure, raising concerns over the persistence of inflation...

InsightMarch 27, 2025

Weekly market report: March 27, 2025

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...

InsightMarch 19, 2025

Weekly market report: March 19, 2025

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...

InsightMarch 12, 2025

Weekly market report: March 12, 2025

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...

InvestmentFebruary 28, 2025

Investbanq Insider: February, 2025

The global trade landscape continues to evolve with shifting U.S. trade policies, and the imposition of tariffs remains a significant market-moving event...

InsightFebruary 25, 2025

Weekly market report: February 25, 2025

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...

InsightFebruary 17, 2025

Weekly market report: February 17, 2025

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...

InsightFebruary 12, 2025

Weekly market report: February 12, 2025

European equity markets posted gains as corporate earnings generally outperformed expectations and economic data pointed to stability. The STOXX Europe 600, FTSE 100...

InsightFebruary 6, 2025

Weekly market report: February 6, 2025

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...

InvestmentJanuary 31, 2025

Investbanq Insider: January, 2025

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...

InsightJanuary 29, 2025

Weekly market report: January 29, 2025

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...

InsightJanuary 21, 2025

Weekly market report: January 21, 2025

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...

BlogJanuary 13, 2025

Inflation-Proof Your Portfolio

Precious metals—such as gold, silver, platinum, and palladium—are rare, naturally occurring assets valued for their intrinsic qualities.

InsightJanuary 10, 2025

Weekly market report: January 10, 2025

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...

Are Digital Wealth Platforms the Future?

BlogJanuary 10, 2025

Are Digital Wealth Platforms the Future?

Digital wealth platforms offer AI-driven advisory services, automated portfolio management, and seamless user experiences, eliminating the inefficiencies of traditional private banking.

BlogJanuary 8, 2025

From Tech Giants to ESG

Value-based investing goes beyond financial returns by aligning investments with personal beliefs

InvestmentDecember 27, 2024

Investbanq Insider: December, 2024

As 2025 unfolds, global markets are navigating a dynamic landscape shaped by shifting economic policies, technological innovation, and evolving geopolitical trends...

InsightDecember 25, 2024

Weekly market report: December 25, 2024

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...

BlogDecember 25, 2024

7 Mistakes HNWIs Should Avoid in 2024

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.

InsightDecember 18, 2024

Weekly market report: December 18, 2024

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 ...

The Ultimate Guide to Diversifying Portfolio

BlogDecember 18, 2024

The Ultimate Guide to Diversifying Portfolio

What Are Alternative Investments?

InsightDecember 11, 2024

Weekly market report: December 11, 2024

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...

BlogDecember 11, 2024

5 AI-Driven Investment

AI-driven investment strategies use machine learning algorithms and predictive models to optimize asset allocation, forecast trends, and manage risk.

How to Build a Recession-Proof Portfolio

BlogDecember 4, 2024

How to Build a Recession-Proof Portfolio

A recession-proof portfolio is an investment strategy designed to withstand economic downturns by balancing growth with stability.

InsightDecember 4, 2024

Weekly market report: December 4, 2024

Economic data showed a modest improvement in manufacturing activity, marking the first expansion in eight months. Investors are closely...

InsightNovember 26, 2024

Weekly market report: November 26, 2024

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...

InsightNovember 19, 2024

Weekly market report: November 19, 2024

Federal Reserve Chair Jerome Powell's remarks indicated a cautious approach to future rate cuts, emphasizing the economy's robustness and reducing expectations for...

InsightNovember 12, 2024

Weekly market report: November 12, 2024

After three days of growth following Donald Trump and the Republican Party's election victory, the S&P 500 neared 6000 points...

InvestmentNovember 8, 2024

Investbanq Insider: November, 2024

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...

InsightNovember 5, 2024

Weekly market report: November 5, 2024

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%...

InsightOctober 29, 2024

Weekly market report: October 29, 2024

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...

InsightOctober 22, 2024

Weekly market report: October 22, 2024

While corporate earnings season began on a positive note, persistent inflationary concerns and geopolitical risks kept...

InsightOctober 16, 2024

Weekly market report: October 16, 2024

The week was marked by anticipation of key macroeconomic data and the Fed's upcoming decisions. Despite mixed economic signals and geopolitical risks...

InvestmentOctober 11, 2024

Investbanq Insider: October, 2024

The Federal Reserve's decision to cut interest rates always has a ripple effect across financial markets. it’s crucial to understand...

InsightOctober 8, 2024

Weekly market report: October 8, 2024

On Friday, the U.S. Department of Labor released a detailed employment report for September, which turned out to be entirely inflationary...

InsightOctober 1, 2024

Weekly market report: October 1, 2024

The U.S. stock market closed on a positive note last week, buoyed by optimism about economic resilience...

Weekly market report: September 24, 2024

InsightSeptember 24, 2024

Weekly market report: September 24, 2024

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...

Weekly market report: September 17, 2024

InsightSeptember 17, 2024

Weekly market report: September 17, 2024

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...

Weekly market report: September 11, 2024

InsightSeptember 11, 2024

Weekly market report: September 11, 2024

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%...

InsightSeptember 3, 2024

Weekly market report: September 3, 2024

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...

InsightAugust 27, 2024

Weekly market report: August 27, 2024

On Friday, both stocks and gold prices rose, while the dollar index and Treasury yields declined...

InsightAugust 20, 2024

Weekly market report: August 20, 2024

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%...

InsightAugust 13, 2024

Weekly market report: August 13, 2024

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%...

InsightAugust 6, 2024

Weekly market report: August 6, 2024

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%...

InsightJuly 30, 2024

Weekly market report: July 30, 2024

Last week was eventful with significant news and statistics. Joe Biden announced on the X platform that he is withdrawing from the presidential race...

InsightJuly 26, 2024

Weekly market report: July 24, 2024

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...

InsightJuly 17, 2024

Weekly market report: July 17, 2024

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...

InsightJuly 10, 2024

Weekly market report: July 10, 2024

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....

InsightJuly 2, 2024

Weekly market report: July 2, 2024

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...

InsightJune 20, 2024

Weekly market report: June 20, 2024

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...

InsightJune 6, 2024

Weekly market report: June 6, 2024

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...

InsightMay 29, 2024

Weekly market report: May 29, 2024

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...

InsightMay 20, 2024

Weekly market report: May 20, 2024

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...

InsightMay 14, 2024

Weekly Market Report: May 14, 2024

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...

InsightApril 30, 2024

Weekly Market Report: April 30, 2024

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...

InsightApril 23, 2024

Weekly Market Report: April 23, 2024

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”...

InsightApril 16, 2024

Weekly Market Report: April 16, 2024

The major equity benchmarks retreated for the week amid heightened fears of conflict in the Middle East and some signs of persistent inflation...

BlogApril 3, 2024

How to invest $100?

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.

InsightApril 1, 2024

Weekly Market Report: April 1, 2024

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...

InsightMarch 27, 2024

Weekly Market Report: March 27, 2024

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...

InsightMarch 19, 2024

Weekly Market Report: March 19, 2024

Stocks were mostly lower for the week, as investors weighed upside surprises in inflation data and signs of moderating consumer spending...

BlogMarch 19, 2024

Investing in the S&P 500

Welcome aboard our financial galleon, as we chart a course through the tempestuous yet treasure-laden waters of the S&P 500.

InsightMarch 11, 2024

Weekly Market Report: March 11, 2024

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 ...

Understanding Wealth Taxes and Regulations

BlogMarch 4, 2024

Understanding Wealth Taxes and Regulations

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...

BlogFebruary 29, 2024

Strategies for passive income

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.

Weekly Market Report: Asian Economy Prospects 2024

InsightFebruary 27, 2024

Weekly Market Report: Asian Economy Prospects 2024

Asian economies faced numerous challenges in 2023 – ranging from aggressive U.S. rate hikes to disappointing growth in China...

InsightFebruary 20, 2024

Weekly Market Report: Feb 20, 2024

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...

Weekly Market Report: Airports of Thailand company

InsightFebruary 13, 2024

Weekly Market Report: Airports of Thailand company

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...

BlogFebruary 12, 2024

Investment 101

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.

How to Retire at 40: A Comprehensive Guide

BlogFebruary 2, 2024

How to Retire at 40: A Comprehensive Guide

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...

Weekly Global Market Insights: Jan 30, 2024

InsightJanuary 30, 2024

Weekly Global Market Insights: Jan 30, 2024

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 ...

Understanding and Calculating Investment Returns

BlogJanuary 25, 2024

Understanding and Calculating Investment Returns

Investing is vital for building wealth, combating inflation, and preserving the purchasing power of your savings...

Chinese Internet Stocks and Outlook for 2024

InsightJanuary 24, 2024

Chinese Internet Stocks and Outlook for 2024

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%...

InsightJanuary 16, 2024

Global Markets Weekly Report

Stocks moved higher over the week, with large-cap growth stocks and the technology-heavy Nasdaq Composite Index outperforming the broader market...

InsightJanuary 9, 2024

Indonesia Equity Outlook

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...

InsightDecember 26, 2023

Thailand Equity Outlook

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...

InsightDecember 18, 2023

Weekly Market Report

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 in Mutual Funds: Types and Advantages

BlogDecember 14, 2023

Investing in Mutual Funds: Types and Advantages

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...

InsightDecember 11, 2023

Perspectives of Korean Equity Market

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...

InsightDecember 4, 2023

Macroeconomic Outlook of the UK

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...

BlogNovember 27, 2023

Investing in Bonds: An Overview

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...

InsightNovember 24, 2023

Turnaround Of China’s Property Sector?

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...

InsightNovember 17, 2023

Gold To Shine?

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...

InsightNovember 10, 2023

Expect Rally To Continue

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...

BlogNovember 10, 2023

Understanding Investment Risk

Investing is a dynamic and powerful way to build wealth, but it comes with a fundamental principle every investor should grasp, which is risk...

InsightNovember 3, 2023

The Return Of Semiconductor Growth

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...

The Role of Investing in Creating a Secure Future

BlogOctober 31, 2023

The Role of Investing in Creating a Secure Future

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.

InsightOctober 27, 2023

EM Bonds Are Attractive

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...

Navigating the Path to Financial Literacy

BlogOctober 24, 2023

Navigating the Path to Financial Literacy

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...

InsightOctober 20, 2023

Bond Yields Continue Rise

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...

Investments: Types, Forms, and Objectives

BlogOctober 18, 2023

Investments: Types, Forms, and Objectives

To accumulate, grow, and secure one's future – these are goals pursued by practically everyone today. But how can one do this most effectively?

InsightOctober 13, 2023

Data Suggests Another Hike

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...

InsightOctober 6, 2023

10-Year Yield At A High

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...

InsightSeptember 29, 2023

Oil Surge

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...

InsightSeptember 22, 2023

Hawkish Pause

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...

BlogSeptember 20, 2023

How to Start Investing

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...

InsightSeptember 15, 2023

Central Bank Dilemma

The Global Equity Index traded with cautious optimism ahead of the Central Bank Meetings by rebounding 0.29% this week led by...

InsightSeptember 8, 2023

Apple A Day!

The global equity markets declined by 1.31% due to surging oil prices (+1.7% for the week) and mixed economic data dampening...

Efforts To Save China’s Property Developers

InsightSeptember 1, 2023

Efforts To Save China’s Property Developers

The global equity market continues to recover from the initial sell-off/correction in the first 2 weeks of August on the back...

How to Choose the Right Investment Company

BlogAugust 31, 2023

How to Choose the Right Investment Company

Investing your hard-earned money can be both exciting and intimidating. Whether you are a seasoned investor looking to diversify...

InsightAugust 25, 2023

Rates To Stay Higher For Longer

Markets rallied into the close on Friday after positive implications of a strong US economy, despite calls for data monitoring...

InsightAugust 18, 2023

China’s Economic Woes Is Contagious

The global equities market experienced its worst week of performance since Oct 2022 (-2.62%) as concerns over higher global interest rates...

InsightAugust 11, 2023

Weakness In Markets Continue

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)...

InsightAugust 4, 2023

A Shallow Market Correction Expected

The global equity market started off August sharply lower due to Fitch downgrading the US’s debt rating and soft economic data from China.

InsightJuly 28, 2023

All About The Data

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.

InsightJuly 21, 2023

The US Market Continues Upward Trend

The global equity market rose by a mere 0.19% for the week ending 21 July 2023 led by MXUS rising by 0.70%.

InsightJuly 14, 2023

China Blowing Up Again

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.

InsightJuly 7, 2023

Earnings Season Concerns

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.

Strength In Developed Markets To Continue

InsightJuly 4, 2023

Strength In Developed Markets To Continue

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.

InsightJune 26, 2023

Market Decline Most Since March

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.

InsightJune 16, 2023

All About Interest Rate

The global equities market surged by 2.73% this week on the back of the US Fed pausing its interest rate hike cycle

InsightJune 9, 2023

China and US Markets Trend Higher

The global equity market continued to rise on the back of the successful negotiations and approval to raise the US debt ceiling

InsightJune 2, 2023

Markets Recovered But Sustainable?

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.

InsightMay 31, 2023

China Market Got Hit Again

In the latter part of the week, 25-26 May, global markets recouped most of their losses earlier in the week

InsightMay 24, 2023

Data Favours The US Over China

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.

InsightMay 16, 2023

Final Rate Hike?

A data-driven week that kept the market fretting till Friday when the non-farm payroll and unemployment were released surprised the market.

InsightMay 5, 2023

Risk on trade again

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.

InsightMay 2, 2023

Waiting For Clues

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

InvestmentApril 11, 2023

Unlocking value

Global markets continued to be volatile but managed gains for the week on the back of 1) banking crisis fear...

InsightMarch 10, 2023

Banking crisis?

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.

InsightMarch 3, 2023

Don't fret

After a month of correction when investors started to fret and de-risk, good news surfaced and drove the global markets higher.

InsightFebruary 10, 2023

Mixed week

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

InsightJanuary 27, 2023

China Growing While US Is Slowing!

Markets trended higher this week fluctuating on the back of results announcement this week and waiting for Fed announcement on interest rates

Has Tesla Lost Its Electrifying Performances?

InsightJanuary 18, 2023

Has Tesla Lost Its Electrifying Performances?

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%.

InsightJanuary 13, 2023

Recession Fear Heightens!

Market rallied this week on the back of China reopening and US inflation receding

InsightJanuary 10, 2023

Damn If I Do, Damn If I Don’t

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.

InsightDecember 30, 2022

Fear of recession

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.

Contact us

Leave your contact details and our manager will be in touch as soon as possible to provide advice on any questions you may have.