Monthly Investment Perspective – July

As we enter the second half of 2025, the global economic environment remains uncertain, shaped by geopolitical tensions, uneven policy responses, and diverging regional growth trajectories.

Monthly Investment Perspective – June

Global macroeconomic conditions and markets are navigating a challenging situation, marked by trade tensions, shifting capital flows, and changing monetary policies.

Monthly Investment Perspective – May

The global macroeconomic landscape is at a crucial turning point, characterized by increased uncertainty from geopolitical tensions, protectionist trade policies, and differing actions by central banks.