Market Memo

Now is the time to invest & SpaceX competes

The final quarter has historically been the best time of year to invest, and the Midterm Miracle suggests strong returns could follow. From nuclear power and banks to Nvidia and SpaceX’s wireless push, here’s where opportunities may lie.

High oil, High Inflation & Micron Flies High

With oil holding near $100 and midterms weeks away, inflation and interest rates may stay higher for longer. Meanwhile, Micron's record Q4 shows where AI-driven opportunities are emerging, and why diversification matters now.

UK Debt and Tax Uncertainty & Bitcoin Bulls Return

Rising UK debt and capital gains tax fears strengthen the case for diversifying beyond Britain, while Bitcoin tops $85,000 on institutional inflows, though volatility remains.

Inflation is Here to Stay & Nvidia Knows no Boundaries

The FED has upped interest rates for the first time in three years, and the UK and Japan could follow soon. Also, Nvidia CEO Jensen Huang says they will sell double the number of chips in 2027.

Is your Portfolio Protected? & Fintech in India Booms

Canada and the US are at it again. While the two close allies are at odds, Canada is getting tired of Trump’s threats and looking to Europe to form closer trade ties - practically everything apart from actually joining the EU. Why has this vital relationship gone sour?

Global Bond Selloff: What Should You Be Doing & Norway’s Sovereign Wealth Fund Reduces US Government Bond Weighting

Right now, governments around the world are paying more to borrow money than at any point in decades. Also, Norway’s sovereign wealth fund, valued at over $2.3 trillion, is reducing the government subindex of its bond holdings.

AI Reaches Profitability & Gold is Still the Golden Ticket

Nvidia just smashed all expectations by posting over $96 billion in revenue in 90 days. Also, Gold is still on track for its biggest gain since 1999.

What The Markets Mean for Your Money & Healthcare Boom

Anthropic is preparing for its IPO listing. Elsewhere, pharmaceutical giant Moderna’s stock doubled this week after positive feedback on its melanoma cancer vaccine.

Opportunities in Energy & a Classic Car in Your Investment Portfolio

Energy prices are on the rise, with oil shortages and demand from AI. America is quickly using up its Oil reserves. Oil reserves are the lowest in 40 years! Also, the Bugatti Veyron was the world’s first hypercar (only 450 were made) and, despite shattering every performance record, it never won in the auction-value segment

Ideas To Ignite Your Portfolio

Will 2025 be different than 2024?

7th

January

15:00 LONDON
16:00 BRUSSELS
19:00 DUBAI
23:00 HONG KONG