CIO Insights

MONTHLY ECONOMIC & INVESTMENT REVIEW – MARCH 2025 REVIEW Global equity markets faced broad pressure in March 2025, with most major indices finishing the month in the red. The downturn was driven by escalating geopolitical tensions, especially around renewed U.S. trade disputes, which reintroduced tariffs and sparked fears of a… Read More »PACIFIC COMPASS – Bearish on Equities, Preference for Sovereign Bonds [March 2025 Review]

International shares returned  a slight negative return in February, down -0.9% (fully hedged) due to disappointing US economic data, rising inflation and poor investor sentiment around President Trump’s economic plans. The Trump administration has imposed a 25% tariff on steel and aluminium imports. Currently, 25% of steel consumed in the… Read More »PACIFIC COMPASS – Balancing Growth from Stimulus with Risks to Bonds & Property [February 2025 Summary]