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​​​​ November saw risk sentiment surge after the Republican "red sweep" in the US election. This was...

Market Commentary November 2024

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

Market Commentary October 2024

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