Mid Year Market Commentary 2026

History Rhymes “The only thing new in the world is the history you do not know.” – Harry S. Truman It often feels as though we are living through an especially volatile period in history, with major geopolitical developments and technological breakthroughs...

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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