Market Commentary

A glance at the previous month’s market events and thoughts on the near future.

How long will risk be on and vol be off?

November 2024

Enter election favoring US markets
Exit risk-on, vol-off
Kick the can

De-risking The Great Election

October 2024

Protecting against the unknown
Fragile confidence in global equities
Lower risk and higher reward

One Direction, nobody can Drag Me Down

September 2024

Fixed income confidence
Equity optimism
Everything else followed suit

In the end, everyone’s a winner

August 2024

Kick-off with volatility rollercoaster
Calm the nerves on the carousel
Finish strong with the skyride