TIMELY PM UPDATES
- TIMELY PM UPDATES
- 01st May 2025
1Q25 Commentary: The Tariff Man Cometh
2024 was a spectacular year for U.S. equity indices, but only a normal one for the typical stock which pulled back appreciably in December. Headline equity performance continued to be driven by the very...
- ECONOMICS & INVESTING TIMELY PM UPDATES
- 02nd Apr 2025
Market Madness: The “Elite 8” Are Becoming a Liability
The recent market drawdown highlights risks of a concentrated S&P 500—and the case for diversification now. At this point, most investors should be keenly aware of the outsized importance of a select group of...
- TIMELY PM UPDATES
- 21st Jan 2025
4Q24 Commentary: Priced for Perfection – S&P 500 Increasingly Dependent on the AI trade
2024 was a spectacular year for U.S. equity indices, but only a normal one for the typical stock which pulled back appreciably in December. Headline equity performance continued to be driven by the very...