2025 Annual Report

The second quarter of 2025 provided another sharp reminder that attempting to time financial markets is a futile exercise.
Q2-2025 Commentary

The second quarter of 2025 provided another sharp reminder that attempting to time financial markets is a futile exercise.
Q1-2025 Commentary

In the first quarter of 2025, global financial markets encountered a turbulent period marked by a sharp reversal in investor sentiment and the reemergence of trade war dynamics as a defining market catalyst.
Market Commentary for 2024 & Looking Ahead to 2025

The year 2024 was a period of diverging performance in global markets, marked by strong U.S. equity performance.