Market Commentary August 2023

The market rally broadened in July, in line with patterns from history which show that narrow market gains do not last for long. Strong gains in our recovery positions have benefitted our investors.

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.

Back Explore all insights