Core V-pillars® Elements
I. People & Organization
II.Political Economy
III.Purchasing Power
IV.Paper & Prospects
V. Processes & Digitalization
Newsfeed: Boardrooms are transforming. With interest rates decreasing, and investors pursuing Alpha. Buy and hold strategies and portfolio rebalancing continue to emerge. Most governments are a looking into crypto to support growing markets. Fact majority of sectors are growing financial, oil & gas, tech AI and entertainment. Furthermore, the ongoing Russia-Ukraine saga remains an impediment on easing global economic outlooks. The agriculture commodities market (primarily wheat, grains and pulses) and the oil & gas futures, price outlook continues to foresee moderate volatility. Investors are envisaging another 25 bps cut in interest rates by the US Federal Reserve in Q1 of 2026, that will assist ease concurrent global unemployment rates, inflation & housing markets. Overall, organizations remain bullish on alternative investments due to the increased abundance of undervalued opportunities. With more US, Asian and Gulf enterprises preparing for their IPOs in 2026. A bigger emphasis on Long Term Incentives in Executive and Employee Pay Mix has now become the norm, with less shareholders showing resistance on giving up equity and on dilution. We continue to see less emphasis on remote work and hybrid working models, with a 100% in office presence coming back, due to growing shareholder and board sentiments at times of earnings shortfalls.
Disclaimer: This is not investment advise nor is to be perceived as such.
