Market Commentary July 2024

Letter 3

Global equity markets had a robust first half, with US equity gains surpassing even optimistic expectations. Economic growth remains positive, offering fundamental support for markets in the second half.

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.