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.

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 August 2024

‘Markets take the stairs up… and the elevator down.’ Volatility is back with Japan equities at the front and centre:...