Market Commentary February 2025

Letter 3

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

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Executive Summary Market Review​​​​ February was a turbulent month with global equities retreating in the latter half of the month,...

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.