Market Commentary January 2024

Letter 3

As the war on inflation appears to be won with a ‘soft landing’ scenario playing out, the stage is set for 2024 to be a good year for investors and an excellent one for those daring enough to grasp the window of opportunity that toda y’s new era of Sea Change presents.

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.