Market Commentary August 2024

Letter 3

‘Markets take the stairs up… and the elevator down.’ Volatility is back with Japan equities at the front and centre: Japan was down 12% on 5 August, the largest down day in about 40 years. Global equities followed with large swings and declines over the past week.

MORE LIKE THIS

THINK DIFFERENTLY

Executive Summary Market Review​​​​ September saw strong performance for U.S. and Chinese equities despite historically poor seasonality.​​ The S&P 500...

Market Commentary September 2024

In August, Japanese equities suffered their largest decline in 40 years due to the Bank of Japan’s rate hike and...

Market Commentary July 2024

Global equity markets had a robust first half, with US equity gains surpassing even optimistic expectations. Economic growth remains positive,...