Insights Archives - WRISE Group

25/09/202425/09/2024InsightsBenjamin Lee

Choosing the Right Trust Structure for Asset Protection

Choosing the Right Trust Structure for Asset ProtectionIn today's intricate financial and legal environment, asset protection is crucial for any High Net Worth individual. Robust asset protection strategies not only shield wealth from unexpected claims or creditors but also ensure the…

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12/09/202412/09/2024InsightsJeron Yeoh

Tactical Positioning Amidst Imminent Rate Cuts in the US

Tactical Positioning Amidst Imminent Rate cuts in the USGlobal equities began August 2024 with a sharp decline as a series of global macroeconomic risks unsettled markets, sparking a widespread sell-off. The CBOE Volatility S&P 500 Index (“VIX”), often referred to…

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14/08/202414/08/2024InsightsJeron Yeoh

Broadening of Markets as Big Tech Pulls Back

Politics have dominated headlines in July 2024. On 13 July, former President Donald Trump was wounded in an attempted assassination during an election rally. [1] Shortly a week later, following a disappointing performance in a debate and repeated calls from…

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07/08/202422/08/2024InsightsBenjamin Lee

Estate Planning Essentials for Ultra-High Net Worth Individuals

Estate Planning Essentials for Ultra-High Net Worth IndividualsEstate planning has evolved into a crucial component of financial planning for ultra-high net worth individuals (UHNWIs). These exceptional individuals often have intricate and varied asset portfolios which can include businesses, real estate, investments,…

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Double exposure image of stock market investment graph

24/07/202416/08/2024InsightsBenjamin Lee

The Role of Alternative Investments in Diversification

The Role of Alternative Investments in DiversificationAlternative investments are a vital part of strategic wealth management. These financial assets do not fall into the conventional categories of stocks, bonds, or cash. Rather, they are typically more complex and less liquid than…

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11/07/202414/08/2024InsightsJeron Yeoh

Mid-Year Outlook 2024 : Risks & Opportunities Amidst A Fragile World

Defining Moments in the First Half of 2024In the first half of 2024, the global economy exhibited robust strength, defying earlier predictions of rapidly falling inflation. This period also witnessed significant policy shifts. In March, the Swiss National Bank led…

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07/06/202414/08/2024InsightsJeron Yeoh

Navigating Inflationary Trends and Geopolitical Tensions

In May 2024, minutes from the recent Federal Open Market Committee (“FOMC”) meeting suggested that Federal Reserve officials grew more concerned about inflation [1], with members indicating that they lacked the confidence to move forward on interest rate reductions and…

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13/05/202414/08/2024InsightsJeron Yeoh

Strategic Positioning Amidst Evolving Economic Signals

In April 2024, interest rates at major central banks stayed the same as the prospect of higher-for-longer U.S. Federal Reserve rates exerted some pressure on policymakers. All four of the central banks overseeing the 10 most heavily traded currencies that…

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08/04/202407/08/2024InsightsJeron Yeoh

Central Banks’ Diverging Paths: Rate Decisions Shape Currency Markets

In March 2024, central banks were in the driver’s seat for currency markets. Both the Federal (Fed) and Bank of England (BoE) have decided to maintain the rates in a range of 5.25% to 5.50% [1] and 5.25% [2] respectively. With the…

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06/03/202414/08/2024InsightsJeron Yeoh

Strategic Tactical Allocation within a Dynamic Market Environment

In February, both S&P500 & NASDAQ are up more than 4% supported by the strong AI demand. With NVDA delivering a clear beat for F4Q23 earnings as outstanding Data Center sales (+27% q/q) drove margin outperformance. Revenue for F1Q24 is…

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