Market Commentary December 2024

Letter 3

November saw risk sentiment surge after the Republican “red sweep” in the US election.

MORE LIKE THIS

THINK DIFFERENTLY

Executive Summary Market Review​​​​ The US and China agreed to a temporary 90-day trade truce, easing fears of an escalating...

Market Commentary May 2025

April 2025 was a tumultuous month for markets, triggered by Trump’s announcement of reciprocal tariffs that triggered a massive selloff...

Market Commentary April 2025

The global macroeconomic landscape has transformed dramatically since the start of 2025, driven largely by US tariffs and a more...