Market Commentary August 2022

August 2022
Letter 3

In a surprising turn of events, markets moved from a state of fear and panic to one of euphoria in July, best described by Warren Buffet’s parable of Mr. Market.

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.