Stay invested, stay diversified

Cushion against short-term macro turbulence by balancing exposure to US momentum stocks with exposure to defensive names

With AI unlikely to lower inflation in the near term, high-quality credit remains preferred

DM vs. Asian currencies.

Remain bullish on gold as debasement and geopolitical risks rise; Seek alpha in private assets and hedge funds

Iran war supply disruptions bolster commodities as inflation hedges, but selectiveness is still warranted