Market Commentary February 2024

Letter 3

Most of the action in January was in equity markets, except Asia High Yield bonds which stood out for their 2.5% gain despite volatility in other markets.



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.