Wayfarer Commentary: Q1 2024
Macro
Investors were given reasons during Q1 to believe in a Goldilocks scenario, one in which inflation and economic growth are neither ‘too hot’ (strong) or ‘too cold’ (weak). Overall,…
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Macro
Investors were given reasons during Q1 to believe in a Goldilocks scenario, one in which inflation and economic growth are neither ‘too hot’ (strong) or ‘too cold’ (weak). Overall,…
Read more →World Markets Summary:
March was a strong month for financial assets as positive returns were widespread across bonds, equities and commodities. Hopes for a “Goldilocks” outcome where growth and inflation…
Read more →World Markets Summary:
Equities and bonds went their separate ways in February as the former produced strong returns with only a few exceptions. Bond yields outside of China backed up…
Read more →World Markets Summary:
January’s equity market performance has historically been consistently strong, to the extent that the term ‘January Effect’ has been coined for this anomaly. However, the strength of…
Read more →Overview
Not only did Santa arrive this December but more importantly for financial markets, so did Goldilocks, or at least the expectation she would appear in the not too distant…
Read more →Review of 2023
The year gone was another one in which investors had to hold their nerve as a number of Macroeconomic, Geopolitical and Industry events unfolded, each with potentially…
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