Monthly Updates
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We’ve seen a continuation of short-term equity market unpredictability over recent weeks. While this is ever present, for sure, it’s exacerbated by the modus operandi of the new Trump Administration.

Update from the PMs – March 2025
March 5, 2025
We’ve seen a continuation of short-term equity market unpredictability over recent weeks. While this is ever present, for sure, it’s exacerbated by the modus operandi of the new Trump Administration.

Update from the PMs – February 2025
February 7, 2025
We take a step back and consider from first principles some of the prevailing questions on equity markets from 2024: Are valuations too high? Are markets heading for a correction? Or should investors stay the course?

Montaka acquired by MFF Capital
February 4, 2025
Montaka Global Investments is now a part of MFF Capital. This acquisition marks a significant milestone for us.