Quarterly Investment Report – October 2024
Shifting Landscape
As we enter the closing stages of 2024, the global landscape is undergoing a notable transformation. Donald Trump's re-election, alongside a Republican majority in the House and Senate, has introduced a refreshed stance on geopolitics, fiscal policy, and international economic growth, reshaping the financial horizon.
Market Update – August 2024
Market Volatility
The recent volatility in the stock market has become a major talking point. After six months of unusual calm, the past week has seen significant fluctuations.
It's important to put these movements into perspective.
Quarterly Investment Report – July 2024
Slowing but Growing
Recent data suggests a potential soft landing for the global economy, as an increasing number of central banks are cutting rates to sustain growth amidst slowing momentum and inflation.
Quarterly Investment Report – April 2024
Delayed Not Derailed
The strong momentum behind markets continued throughout the first quarter of 2024, with the Global Equity index climbing 14%, taking its annual return to 26%.
Our report examines the key themes driving markets, risks and opportunities for 2024 and beyond.
Market Update – March 2024
Reporting Season
Increased economic optimism and robust corporate earnings have propelled stock markets to new heights. Yet, this rapid growth has left some investors apprehensive about potential overvaluation, while others fear missing out on gains.
Quarterly Investment Report – January 2024
The Everything Rally
Contrary to expectations of an impending recession, 2023 was a favourable year for investors, with Global Equities and Bonds gaining +22% and +5%, respectively.
Our report examines the key themes driving markets, risks and opportunities for 2024 and beyond.