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​​​​ Following a challenging December, January was kind to most major asset classes with gold and equities...

Market Commentary January 2025

Despite the December pullback, 2024 was a good year for asset returns overall.

Market Commentary December 2024

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