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​​​​ October saw a reversal of September’s rally, reflecting the ongoing challenges of investing in a late-stage...

Market Commentary October 2024

September saw strong performance for U.S. and Chinese equities despite historically poor seasonality.

Market Commentary September 2024

In August, Japanese equities suffered their largest decline in 40 years due to the Bank of Japan’s rate hike and...