H1 2025 has been a rollercoaster for investors. We have been having a lot of conversations lately with investors trying to make sense of this market, especially as we have moved to the second half of the year.
One thing is clear from these conversations - this isn’t the time to chase trends or overreact to noise. In my latest editorial with Gulf Business, I share why discipline, fundamentals, and a clear macro lens are key to navigating what’s ahead.
The latest piece from The National highlights key insights into what’s driving current sentiment in the stock market—from inflation expectations to Fed policy signals. It’s a timely read for anyone navigating today’s investment climate.
At STP Partners, we constantly remind our clients that volatility often reveals opportunities—as long as you stay informed and keep your strategy disciplined.
A potential Masdar IPO in 2026 could be a gamechanger for the region’s energy transition. With major investments in Europe and a goal of 100 gigawatts by 2030, Masdar is positioning itself as a global clean energy leader.
If successful, this IPO could spark a wave of listings across the MENA renewables sector. Our CEO, Tony Hallside shared a few thoughts with AGBI on what this might mean for the region’s capital markets in the article below. Worth a read if you're following the future of energy in the Gulf.
Markets have always responded to uncertainty — and the current environment is no exception. In this piece by The National News, I share a few thoughts on how investors can think long-term, stay diversified, and avoid emotional decision-making amid political volatility.
The past few months have been a wake-up call for investors - markets are reacting sharply to uncertainty. While volatility can be unsettling, it also presents opportunities for those who stay ahead of the curve. Diversification, risk management, and a clear-eyed approach to shifting economic policies are more critical than ever. Now is the time to rethink strategies, identify resilient sectors, and position for long-term success. Insightful piece from The National News.
