It was a “lively” coffee session with my team today. The meeting had a dynamic start, with the team members representing diverse backgrounds and expertise engaged in discussion and exchanging ideas on various investment strategies. The session was not just a platform for sharing information but also an opportunity for relationship-building. The call lasted for…

There is a lot of doom and gloom and markets are nervous with all sorts of things happening around the world. Some may move to cash for years and wait for the right timing that probably never comes. Many others and please count me in as one of them will continue to invest in the…

We invest in a diversified pool of uncorrelated funds with the aim of providing stable capital appreciation and a low correlation to traditional stock and fixed income markets which can be particularly valuable in times of market stress. A monthly manager report landed in my inbox. It is one of our macro funds that has…

Thanks to an investor for this interesting article by Ray Dalio on the on-going conflict in the Middle East region. Meanwhile, capital markets are calm although anxiety continues to run high. Spend, spend, spend. From my conversation with people in other parts of the world, airports are packed and restaurants are still quite busy. Here…

I know what most people do with their spare time these days. They waste it on social media for instant gratification. So, what is the problem? As more information becomes available via smartphones and other devices, some people are getting lazy or no longer have patience or desire to process complex issues, let alone think…