Market Commentary October 2023

Letter 3

Recent market volatility reflects the shift from the era of low interest rates. The effect of rate hikes, which impacted financial markets initially, are flowing through to the real economy.

MORE LIKE THIS

THINK DIFFERENTLY

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 January 2025

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