Market Commentary December 2023

Letter 3

November’s market surge highlighted the immense volatility brought about by the exit from an era of easy money.

MORE LIKE THIS

THINK DIFFERENTLY

Executive Summary Q1 Review: ‘Picture of Two Halves’​​​ The year started with a volatile January, followed by gains starting in February as investors shook...

Market Commentary March 2024

Rather than just looking at February’s performance, an analysis of returns since end-2023 provides a glimpse of what to expect...

Market Commentary February 2024

Most of the action in January was in equity markets, except Asia High Yield bonds which stood out for their...