Market Commentary April 2023

Letter 3

March was notable for particularly bad news. Concerns about financial institutions came to the fore with the sudden failure of Silicon Valley Bank and Credit Suisse. As the drama unfolded, investors were asking themselves “Do I have any investment in either of them?”.

MORE LIKE THIS

THINK DIFFERENTLY

Executive Summary Market Review​​​​ The global macroeconomic landscape has transformed dramatically since the start of 2025, driven largely by US...

Market Commentary March 2025

February was a turbulent month with global equities retreating in the latter half of the month, dragged down by the...

Market Commentary February 2025

Following a challenging December, January was kind to most major asset classes with gold and equities leading the gains.