Update from the PMs – February 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?
Update from the PMs – January 2025
Long summer days are perfect for catching up on the best content of the year just gone. And in this post, we’ve got you covered with just that + our Q4 2024 letter.
Update from the PMs – December 2024
Discover how the Republican election victory boosted US equities and why Spotify’s Q3 earnings far exceeded expectations. Learn about Montaka’s insights on Alphabet, KKR, and the latest trends in AI and the US housing market.