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 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.

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