Hi ,Before this update, one question worth asking amidst the uncertainty now is:If the conditions that helped your investments over the past few years start to change, do you know what should change in your portfolio?Here's what I am watching now.Wha...

Hi ,A quick update on what is happening in markets and what I'm watching from here.1. What is happening nowMarkets are still being supported by strong company profits, especially from AI, data centres and technology spending.But at the same time, inf...

Hi ,Last Friday's market selloff caught a lot of attention.But what I found more interesting wasn't the drop itself, it was what caused it.The market fell partly because the economy was too strong. A stronger jobs report meant inflation could stay st...

Dear ,Last Friday's market drop is worth a quick explanation.The US economy actually had a decent week. Employers added 172,000 new jobs in May, and unemployment stayed low at 4.3%. On the surface, that sounds like good news.So why did stock prices f...

Hi ,For years, the investing environment was relatively straightforward: low interest rates, cheap borrowing, and a connected global economy. Most portfolios were built around that world.That world is quietly shifting.We are seeing real changes aroun...