Market Commentary January 2025

Letter 3

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

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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 February 2025

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

Market Commentary December 2024

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