Believe it or not, we are almost halfway through the year and what a ride it has been. To mark this point, I will be teaming up with a trusted partner for a webinar where we will hit pause (briefly) to reflect on what has unfolded so far in the markets.
From policy pivots and political plot twists to bigger pullbacks, the first half of 2025 has kept investors on their toes. We will discuss the major drivers, the lessons we have learned (some the hard way), and how reality has compared to our expectations back in January.
More importantly, we will share how we are positioning for the second half of the year. Where are we seeing potential? What risks are we watching closely? What strategies are helping us sleep at night (most nights, anyway)?
If you are one of our investors reading this and would like to be notified on future meetings, you can send me an email to reserve your spot.
With a truly global base, there is no one time that is suitable for everyone. I do find the 7pm (SGT/MYT) time works best for me and gels with a suitable time for the majority of my investors and partners.
I look forward to meeting you, and thank you for supporting my work.