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Long-Term Thinking in a Changing World
9 April 2025
Authorised Financial Services Provider · FSP 51648
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Market commentary
Monthly Market Update - August 2026
August opened with fireworks and closed with a warning. In between, markets hit new highs, gold had one of its best months in a generation, and the world's most powerful central banker made clear that the easy part of this inflation story may be behind us. It was, by any measure, a month worth paying attention to.
16 Sep 2026
Market commentary
Monthly Market Update - July 2026
If June was defined by a war winding down, July reminded us that things can unwind just as quickly. The month brought a ceasefire collapse, a earnings season that asked hard questions about big tech spending, a Fed holding firm with growing dissent in the room, and a SARB that surprised nearly everyone. Markets ended the month roughly where they started but the journey was anything but smooth.
31 Jul 2026
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Our Philosophy
We believe good investing is unglamorous. It is built on patient research, clear thinking, and the discipline to wait for the right entry point rather than chase the latest headline.
2 Jul 2026 Authorised Financial Services Provider · FSP 51648