Market Commentary

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

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

Cautious, yet Optimistic

July 2024

Why are we cautious?
Why are we optimistic?
Mixed messages = nimble and liquid