Market Commentary May 2024

Letter 3

After a relatively stable Q1, which saw equities climb on the back of the economy’s resilience, April saw fresh bouts of volatility.

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Market Commentary December 2024

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

Market Commentary November 2024

October saw a reversal of September’s rally, reflecting the ongoing challenges of investing in a late-stage economic cycle.