Examining key indicators and trends that will shape global markets in 2024.
Providing insights into the policies of the Federal Reserve and their impact on interest rates.
Evaluating prevailing market conditions and their potential impact on different asset classes and outlining strategic asset allocation recommendations based on this analysis.
Sharing insights on anticipated market movements for both stocks and bonds and exploring market sentiment.
Discussing current trends and potential opportunities in alternative investments such as real estate, gold, and currencies, offering a holistic view of the broader investment landscape beyond traditional stocks and bonds.
CEO of Roubini Macro Associates, LLC
Chief Investment Officer – Petiole Asset Management AG.
Education - 2 min
The importance of retirement planning is gaining unprecedented attention in the GCC and globally. A recent survey by Arabian Gulf Business Insight (AGBI) revealed that 88% of expatriates in the GCC are actively prioritizing retirement savings over other expenses, and 82% consider having sufficient funds for retirement as 'very important'.[1]At the same time, persistent inflation, higher interest rates, and ongoing market volatility are reshaping the retirement planning landscape. Traditional investment models like the 60/40 portfolio are increasingly seen as insufficient to navigate today's uncertainty. In this context, private markets are emerging as an essential instrument for building resilient retirement portfolios and ensuring long-term wealth preservation.
May 8, 2025
Market Insights - 4 min
March saw the Federal Reserve hold interest rates steady at 4.25% to 4.5% for the second meeting running, and it is widely expected that they will continue to hold rates at the current level in the upcoming meeting on May 6 and 7.[1]While this much is agreed on, almost everything else appears to be in a state of flux. While the data still suggests calm, the sentiment in the market suggests a coming storm. In this article, we will examine both perspectives and consider how investors should respond.
Apr 30, 2025
General - 1 min
Private markets offer access to investment opportunities beyond the public markets, including private equity, real estate, and private credit. With the potential for higher returns and greater portfolio diversification, they have become an essential part of modern wealth strategies.
Apr 23, 2025