Mid Year Market Commentary 2025

Regime Change? “I see us moving from what was hyper-exceptionalism to merely exceptional.” – Marc Rowan, CEO of Apollo Global, on US markets, May 5th ,2025 Since the end of the Global Financial Crisis (GFC) in 2010, the macro-economic environment has been...

February Market Commentary 2025

The Long Run “The long run is a misleading guide to current affairs. In the long run we are all dead.” – John Maynard Keynes “I am an optimist. It does not seem much use being anything else.” – Winston Churchill The S&P 500 produced a robust return of...

November Market Commentary 2024

Prepare for a Landing “Not every situation can be foreseen or anticipated. There isn’t a checklist for everything.” – Captain Chesley B “Sully” Sullenberger Financial news this quarter was dominated by speculation surrounding the Federal Reserve’s September...
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