Market Commentary February 2022

January 2022
Letter 3
Asset markets had a volatile start to the year. The main reason cited was the increased likelihood that the Fed would raise interest rates soon, a milestone in unwinding years of QE that started from the 2008 Global Financial Crisis

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.