All posts by gpowell

31Dec/25

Global Market Commentary and Outlook

The global economy in 2025 showed modest growth at around 2.8%. However, this growth hid significant regional differences and ongoing risks. Monetary Easing Across Advanced Economies The key story in monetary policyRead More…

29Nov/24

Market Commentary: Unprecedented Concentration in 2024 Rally

Introduction The U.S. stock market has demonstrated remarkable strength in 2024, with the S&P 500 surpassing the psychologically important 6,000 mark. While this rally reflects robust economic fundamentals and strong corporate performance,Read More…