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Rashpal Sohan

Rashpal Sohan

Bonds Big Message

Markets rebounded in May as easing trade tensions reignited global risk appetite. International stocks surged ahead, leaving U.S. equities trailing. A weaker dollar and rising Treasury yields pressured Wall Street, while Europe outperformed amid tariff delays. Despite the rally, fund managers remain cautious—a sentiment that may ironically support

The Certainty of Uncertainty

The Donald Trump presidency promised chaos, and on that front, he’s delivering. Since “Liberation Day,” global markets have seen turmoil: equities have tumbled, inflation expectations have surged, and the dollar's taken a dive. Trade talks with China resemble a test of endurance, not diplomacy, and investors now

Tariff Tax Troubles

The U.S. equity market just slammed into a pothole. Trade wars and market rallies mix like oil and water, and tariffs are spreading faster than a viral meme, putting fear firmly in the driver’s seat. The “Mag 7” have lost their shine, the Fed is in a bind,

Chaos is the Strategy

Trump’s America is a rollercoaster of chaos, where markets swing wildly between euphoria and panic. One day it's tax cuts fuelling optimism; the next, tariffs sparking inflation fears. Investors are cheering equities but scrambling for gold as uncertainty mounts. Bonds are rallying, the Fed is wavering, and

No Free Lunch

No Free Lunch

Trump’s second term has ignited a “pro-growth” agenda of tariffs, spending cuts, and trade chaos, stoking inflation risks and leaving Jerome Powell with a Herculean task. Markets face a rollercoaster 2025, with sharp swings driven by Trump’s policies and a juggling Fed. The AAA Model remains steady, up

Buy Only the Very Best

Buy Only the Very Best

2024 surprised with political upheavals, market twists, and global resilience despite Fed tightening. The U.S. economy defied slowdown expectations, driven by strong job markets and easing inflation. Equities performed well, while bonds lagged, and gold surged alongside U.S. equities. The AAA Model delivered a 12% return, outperforming its

Samson and Delilah

Samson and Delilah

Trump’s victory has fuelled a market rally, with US small-caps, banks, and crypto leading the surge, even as concerns over tariffs, deficits, and inflation persist. Global Fund Managers have significantly increased US equity exposure, though the heavy reliance on the top 10 S&P 500 stocks evokes memories