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Warren Buffett’s moves don’t whisper—they roar. In 2024, the Oracle of Omaha dumped $133 billion in equities, buying just $5.8 billion back, netting over $127 billion in sales through Q3—likely exceeding $134 billion by year-end. His annual letter, dropped today, February 22, 2025, stays mum on the “why,” but the facts shout: Berkshire Hathaway’s cash […]

The recent return of Donald Trump as U.S. President has sent ripples through global financial markets, sparking significant volatility across equities, bonds, and commodities. For high-net-worth (HNW) investors, understanding the potential implications of “Trumponomics 2.0” is crucial to positioning portfolios strategically in this new economic and political landscape. Key Themes and Investment Opportunities 1. U.S.

China has recently unleashed a wave of powerful stimulus measures aimed at propping up its slowing economy and reviving market confidence. These actions, timed just before the country’s 75th National Day celebration, include aggressive monetary easing, liquidity injections, and new support mechanisms for the stock market. Investors are asking: Is this “bazooka” enough to reignite

Last year, the Intergovernmental Panel on Climate Change (IPCC) published a report that global financial flows into climate solutions are currently 3-6x lower than the levels required for the world to meet its climate goals by 2030. According to the IPCC, the planet needs to cut annual greenhouse gas emissions by 29-32 gigatonnes, or 45%,

In recent years, the meteoric rise of technology stocks has reshaped the landscape of investment portfolios, particularly those driven by index funds. The allure of passive investing has led many to believe that it’s a set-and-forget strategy. However, as market dynamics evolve, it becomes crucial to re-examine the implications of this approach, especially in light

The report delves into the world of family offices—what they are, how they are increasing in number, their future, approaches to hiring and board membership, and much more. It offers fresh insights into their growing presence, asset base, and impact, as well as what makes a family office successful. To understand these emerging trends, 354

As blockchain technology continues to mature, asset tokenization has emerged as one of its most compelling use cases. A report by BCG and ADDX projects that the tokenization of real-world assets (RWA) could grow into a $16.1 trillion market by 2030. This growth is underpinned by an increasing demand for greater liquidity, accessibility, and efficiency

“All behavioral economists are against active investing—I might as well say it outright—because we think the market is unpredictable, or very, very difficult to predict.” — Dr. Daniel Kahneman, CFA Institute Podcast, 2018. Dr. Daniel Kahneman’s research has significantly shaped the understanding of human behavior, particularly in relation to decision-making processes, including investing. His award-winning

Will generative AI surpass human creativity in a decade? How will our smartphones revolutionise daily life by 2035? What devices will become essential in classrooms and homes? These intriguing possibilities hinge on the evolution of the semiconductor industry. AI demands huge computational power which is fuelling demand for advanced semiconductor, from GPUs to memory chips

Markets go up and down, trends come and go, and luck can change. But when it comes to creating value in a portfolio company, Private Equity firms have developed repeatable processes that help us make our own luck. This approach is especially relevant today, as evidenced by recent insights from the EY/France Invest report, which