top of page


Quarterly Investment Letter Q2 2025
After witnessing one of the fastest bear markets in history, in which the S&P 500 index fell by 21% in just seven weeks, we saw a...
Jul 9


Quarterly Investment Letter Q1 2025
The anxiously awaited ‘Liberation Day’ has shaken world financial markets and the US dollar has sold off like rarely ever before. Sceptics are afraid that the higher-than-expected new tariffs, announced by the White House, will temper growth around the world and counter-tariffs by US trading partners will most likely contaminate international relations even more. Growth and inflation outlooks have been negatively impacted any several large banks are now forecasting a recessio
May 22
bottom of page