Market Review – March 2025
U.S. March witnessed heightened volatility in U.S. equity markets, driven by investor anxieties surrounding impending U.S. tariff announcements, persistent inflationary pressures, and the Federal Reserve’s policy trajectory. President Trump’s recent indication of “lenient rather than reciprocal” tariffs offered some reassurance, suggesting a potential narrowing of scope and delays in sector-specific duties. However, the S&P 500 […]
Case Study: A Smarter Approach to QROPS for Expats in Spain
In this case study, Partner from GSB Wealth, Mauro De Santis Bo discusses how he helped a client in Spain restructure their QROPS, reduce costly fees, and improve long-term pension growth—potentially saving hundreds of thousands over time Client Background: An expat living in Spain came to us for a pension review after concerns that his […]
Tariff Tensions: Why staying invested beats market panic
Global markets have entered a new era of uncertainty with the US government imposing new tariffs on steel, aluminium, and other imports, sparking concerns about global trade disruptions. President Donald Trump’s administration has introduced 25% tariffs on steel and aluminium imports, targeting Canada, Brazil, Mexico, and South Korea. In response, Canada has retaliated with its […]
IWD 2025: Accelerating Action at GSB
Accelerating action: How GSB is Championing Women The theme for International Women’s Day 2025 is ‘Accelerate Action’, which is a call for businesses to move beyond words and take real, measurable steps toward gender equality. At GSB, we embrace this challenge daily—not just on IWD. In the financial space, progress has been slow. Women remain […]
Market Review – February 2025
U.S. In February 2025, U.S. equity markets exhibited mixed performance amid economic uncertainties and policy developments. The S&P 500 experienced fluctuations, influenced by investor concerns over potential tariffs and economic growth. The Conference Board reported a significant decline in consumer confidence, with the index dropping 7 points to 98.3, marking an eight-month low. This decline […]
Key 2025 changes to Australia’s Foreign Resident Capital Gains Tax
From 1 January 2025, significant changes to Australia’s Foreign Resident Capital Gains Withholding (FRCGW) regime will take effect, impacting both Australian expats and foreign investors involved in property transactions. These updates introduce a higher withholding rate and the removal of the previous property price threshold, making it critical for affected individuals to understand their obligations. […]
Market Review – January 2025
U.S. U.S. markets experienced turbulence earlier this week as the S&P 500 and Nasdaq Composite fell sharply following reports that Chinese startup DeepSeek had developed a competitive artificial intelligence (AI) model at a fraction of Silicon Valley’s costs. On Monday, January 27, the Nasdaq Composite dropped 3.1%, while the S&P 500 declined 1.5%. Despite this […]
Financial Road Map for 2025
How to devise a robust plan for wealth accumulation and protection Understanding your financial situation is essential for achieving both short-term and long-term goals. A clear view of your finances can help you maximise your assets and create a robust plan for wealth accumulation and protection. As we embark on 2025, let’s explore the key […]
Market Review – December 2024
Global equity funds saw significant inflows in the week leading up to December 25, recovering from the previous week’s sell-off. This surge was driven by a cooler-than-expected U.S. inflation report, the relief that Washington had avoided a government shutdown, and the effects of a “Santa Claus” rally. According to LSEG data, investors injected $34.38 billion […]
Market Review – November 2024
Donald Trump’s unexpected clean-sweep victory in the year’s most awaited U.S. Presidential election has had a significant impact on the U.S. dollar, which has surged against a basket of currencies in recent weeks. Already lifted to record highs by the quick and decisive US presidential election results and the prospect of President-elect Donald Trump’s promised […]