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Market Commentary February 2022
Full Report in PDF
January 2022
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
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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.
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Market Commentary February 2022
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Market Commentary November 2024
Market Commentary October 2024