Pegasi Wealth Advisory

25/08/2026

Global markets are closely monitoring Japan's escalating currency crisis as one of the largest yen-support operations in modern financial history takes place to prevent further weakening of the yen. U.S. support for Japan’s currency is best understood as an indirect effort to stabilize U.S. financial conditions and preserve the momentum of the AI investment cycle. https://pegasiprivatewealth.com/investments/f/us-intervention-cannot-save-japan-and-the-treasuries

18/08/2026

Foreign investors are buying Canadian government bonds at record levels. In April alone, non‑resident investors purchased $27.7 billion of federal government bonds, the largest monthly inflow ever recorded, lifting foreign ownership of Government of Canada (GoC) bonds to an all‑time high of 43%. https://pegasiprivatewealth.com/investments/f/foreign-investors-buying-canadian-bonds-at-record-levels

25/06/2026

The first half of 2026 has reinforced a defining reality for global investors: the world is becoming more fragmented, more multi‑polar, and more shaped by AI‑driven capital expenditure than at any point in recent decades. Geopolitical tensions, shifting reserve preferences, and diverging economic trajectories are reshaping capital flows. At the same time, the AI supercycle continues to accelerate productivity, investment, and market leadership across regions. Against this backdrop, we outline three major forces shaping portfolio positioning for the remainder of 2026.

Positioning Portfolios for a Fragmented, AI‑Accelerated, Multi‑Polar World

29/01/2026

Recent international events are putting significant pressure on both U.S. Treasuries and the dollar's position as the global reserve currency. The total outstanding U.S. national debt has reached $38.49 trillion, which is approximately 126% of the country's GDP. Additionally, U.S. debt interest payments are increasing, projected to be around 3.2% of GDP in 2025, equating to $970 billion. Investors are increasingly concerned about the unprecedented scale and rapid growth of the U.S. debt, which is increasing by roughly $1 trillion every 100 days.

Recent international events are putting significant pressure on both U.S. Treasuries and the dollar's position as the global reserve currency. The total outstanding U.S. national debt has reached $38.49 trillion, which i...

28/01/2026

China and Canada concluded a new set of trade agreements, signaling a meaningful reset in bilateral relations. The package focuses on agricultural access, a controlled framework for Chinese electric vehicle (EV) imports, and a separate cooperation agreement on energy that includes oil and LNG.

Last week, China and Canada concluded a new set of trade agreements, signaling a meaningful reset in bilateral relations. The package focuses on agricultural access, a controlled framework for Chinese electric vehicle (...

09/12/2025

We are delighted to share the success of our recent client event. A heartfelt thank you to everyone who joined us and contributed to making it such a meaningful occasion. Your support and engagement are what make these gatherings truly special.

This year, our portfolio manager, Terry Tang, highlighted the importance of geographic diversification in today’s multipolar world—a timely reminder that spreading investments across regions not only helps reduce geopolitical risk but also positions us to capture opportunities wherever they arise.

27/11/2025

A multipolar world presents both opportunities and threats to the global economy. Geographical diversification is essential for our clients’ investment portfolios.

A multipolar world presents both opportunities and threats to the global economy. Geographical diversification is essential for our clients’ investment portfolios.

06/11/2025

After months of negotiations, China and the U.S. have reached an agreement to ease trade tensions between the world’s two largest economies. China’s strong retaliatory measures on soybeans and controls over rare-earth materials have forced the U.S. to back down on 100% tariffs, port fees, and stricter controls on AI-chip exports.

After months of negotiations, China and the U.S. have reached an agreement to ease trade tensions between the world’s two largest economies. China’s strong retaliatory measures on soybeans and controls over rare-earth ma...

06/08/2025

Hong Kong is becoming a global hub for digital assets, with stablecoins playing a crucial role in its future, intensifying international competition for future reserve currencies.

While the U.S. government is pushing to launch USD stablecoins with the so-called "Genius Act" as an effort to regulate and create demand for U.S. Treasuries, Hong Kong is becoming a global hub for digital assets, with s...

28/06/2025

The financial markets are experiencing a high degree of uncertainty that presents both challenges and opportunities for investors. As we approach the midpoint of the year, we are poised to confront the ongoing turbulence with caution. In this timely report, we will explore how investors should navigate through geopolitical tensions in the Middle East, the downfall of the U.S. dollar, and harness the potential of China’s mega-sized consumer economy.

The financial markets are experiencing a high degree of uncertainty that presents both challenges and opportunities for investors. As we approach the midpoint of the year, we are poised to confront the ongoing turbulenc...