Market Commentary June 2024

Mr. Market has been particularly schizophrenic in the past 12 months: Fed expectations have swung from 6 (interest rate) cuts to 2 cuts, back to 6 cuts, and then 1.5 cuts

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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...

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

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