INVESTMENT COMMENTARY – OCTOBER 2024
Early in the third quarter of 2024, the seemingly inexorable rally in the tech sector finally looked as if it may be dissipating, particularly in the US
INVESTMENT COMMENTARY – OCTOBER 2024 Read Post »
Early in the third quarter of 2024, the seemingly inexorable rally in the tech sector finally looked as if it may be dissipating, particularly in the US
INVESTMENT COMMENTARY – OCTOBER 2024 Read Post »
We reported on the Fed’s lack of ambition in loosening monetary policy earlier in August.
INVESTMENT COMMENTARY – AUGUST 2024 Read Post »
Since we last wrote to you, so much seems to have transpired; Trump was nearly assassinated; Biden has (effectively) abdicated, propelling Kamala Harris to ‘President-in-waiting’;
INVESTMENT COMMENTARY – JULY 2024 Read Post »
We first drafted this piece two days ago (please forgive us if there are any short- term inaccuracies). This is an illustration in how much can change in such short order.
INVESTMENT COMMENTARY – JUNE 2024 Read Post »
As May draws to a close it has been a significant month for a number of reasons, but most notably the call for a general election in July.
INVESTMENT COMMENTARY – MAY 2024 Read Post »
The closing act of April witnessed equity markets reaching new highs, propelled there by investors’ interpretation of a more dovish stance by the Fed and upward analyst earnings revisions.
INVESTMENT COMMENTARY – APRIL 2024 Read Post »