Market Commentary September 2024

Letter 3

In August, Japanese equities suffered their largest decline in 40 years due to the Bank of Japan’s rate hike and a sharp JPY appreciation, triggering sell-offs across global markets such as the S&P 500 and even stocks like Nvidia.

MORE LIKE THIS

THINK DIFFERENTLY

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.