Market Commentary January 2024

Letter 3

As the war on inflation appears to be won with a ‘soft landing’ scenario playing out, the stage is set for 2024 to be a good year for investors and an excellent one for those daring enough to grasp the window of opportunity that toda y’s new era of Sea Change presents.



Executive Summary Market Review​​​​ Mr. Market has been particularly schizophrenic in the past 12 months: Fed expectations have swung from...

Market Commentary May 2024

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

Market Commentary April 2024

The year started with a volatile January, followed by gains starting in February as investors shook off their prior concerns.