Market Commentary February 2024

Letter 3

Most of the action in January was in equity markets, except Asia High Yield bonds which stood out for their 2.5% gain despite volatility in other markets.

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.