Stay invested, stay diversified

Maintain neutral stance as concerns loom over dollar assets and crowded technology exposure

AI disruption shifts labour, capital, and the outlook for global bond markets

Rising USD on Fed hikes that hit equities.

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

Favour commodities that benefit from scarcity, national security priorities, and long-term strategic demand