Regulators across Asia are stepping up scrutiny of cybersecurity risks in their financial systems, as concerns over Anthropic’s latest AI model Mythos spread. Singapore’s financial regulator is urging banks to plug holes, while South Korea’s government agencies have met to review and discuss how to respond to the risks. In Australia, authorities expect lenders to be vigilant to ensure clients are ...
Regulators across Asia are stepping up scrutiny of cybersecurity risks in their financial systems, as concerns over Anthropic’s latest AI model Mythos spread. Singapore’s financial regulator is urging banks to plug holes, while South Korea’s government agencies have met to review and discuss how to respond to the risks. In Australia, authorities expect lenders to be vigilant to ensure clients are not put at risk by inadequate controls. The actions around the region reflect rising global concern...
Sebastian Raedler, head of European equity strategy at Bank of America, discusses the outlook for tech stocks, cyclicals and the risk of demand destruction as a result of higher energy prices. He speaks on Bloomberg Television. (Source: Bloomberg)
Sebastian Raedler, head of European equity strategy at Bank of America, discusses the outlook for tech stocks, cyclicals and the risk of demand destruction as a result of higher energy prices. He speaks on Bloomberg Television. (Source: Bloomberg)
Cunaplus_M.Faba/iStock via Getty Images Dear Investors, The Portfolio* appreciated +0.5% (net of fees) year-to-date in 2026. Since inception, Marram has generated +613.1% cumulative return and +13.7% annualized return, net of fees. For monthly details, see Historical Performance Returns* at the end of this letter. Also, please refer to your separate account statement for exact account return figur...
Cunaplus_M.Faba/iStock via Getty Images Dear Investors, The Portfolio* appreciated +0.5% (net of fees) year-to-date in 2026. Since inception, Marram has generated +613.1% cumulative return and +13.7% annualized return, net of fees. For monthly details, see Historical Performance Returns* at the end of this letter. Also, please refer to your separate account statement for exact account return figures. About Marram Marram is an outsourced long-term investment solution, focused on growing wealth for retirement or legacy purposes. We began as a service for a small circle of friends and family. Our investor-friendly fee structure (lower than hedge funds), terms (separate accounts, no lock-up), and high standards of care and excellence, reflect those origins. Our portfolio manager has the majority of her family's liquid net worth invested in the same strategy – we eat our own cooking – ensuring that we shepherd your investment with the utmost care, as we would our own. OUR GOAL: To compound (grow) capital over time PHILOSOPHY: Patient Opportunism STRATEGY: Buy cheap assets (when available) Hold cash when there are no cheap assets Hedge the portfolio when appropriate Think opportunistically and creatively IMPLEMENTATION METHOD: Utilize any security or asset that offers superior risk reward, with a preference for liquidity RESULT: Outsourced wealth compounding solution for investors whose primary goal is to grow money over time Click to enlarge Portfolio Allocations Below is the target portfolio allocation – the optimal allocation as of the writing of this letter. Investor separate accounts may differ from this allocation due to changes in asset prices, availability to acquire/divest securities in the marketplace, margin & trading capabilities, and tax considerations. Over time, all investor separate accounts converge upon the target portfolio allocation. Energy Infrastructure / Master Limited Partnerships (MLPs): 28% NAV U.S.-based energy infrastructure companies with asse...
A former kindergarten administrator at Hong Kong’s biggest international school group has been sentenced to 25 months in jail for accepting more than HK$640,000 (US$81,700) in bribes from 13 parents and a middleman to secure places by tampering with the admissions system. Fatima Rumjahn, 56, earlier admitted to accepting bribes ranging from HK$20,000 to HK$200,000 from parents eager to secure enro...
A former kindergarten administrator at Hong Kong’s biggest international school group has been sentenced to 25 months in jail for accepting more than HK$640,000 (US$81,700) in bribes from 13 parents and a middleman to secure places by tampering with the admissions system. Fatima Rumjahn, 56, earlier admitted to accepting bribes ranging from HK$20,000 to HK$200,000 from parents eager to secure enrolment for their children at the English Schools Foundation’s (ESF) Wu Kai Sha International...