Market Commentary June 2024

Mr. Market has been particularly schizophrenic in the past 12 months: Fed expectations have swung from 6 (interest rate) cuts to 2 cuts, back to 6 cuts, and then 1.5 cuts

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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.

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