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2024 Mid-Year Market Update

8 July 2024 Dear Fintax Investor As we have reached the mid-year, we can take stock of the year-to-date performance of various countries and regions and consider the outlook for the remainder of the year. Year-to-date, the best performing stock markets in U.S. Dollars...

Surviving History

Collecting can be an addiction. I have it. Mine is vintage watch collecting. My collection of vintage pocket watches stretches all the way back to the mid-1800s. The watches themselves are beautiful, and a challenge to repair and service. But, the stories, this is...

Index Concentration & 250 Year Averages

Global equity markets delivered their strongest monthly performance thus far in 2024 after a disappointing April. However, most of recent global equity index rises can be attributed to a few key companies. Nvidia’s share price has now more than doubled in 2024 and...

Volatility and Extremes

Market volatility has become heightened both in the lead up to the U.S. elections taking place in November, and the uncertainty of the interest rate reduction as inflation persists. Sector pricing dislocations have become a feature of the current market with the price...

2023 Review & 2024 Outlook

After a tumultuous 2022 calendar year, 2023 turned out to be an excellent calendar year for global equity markets, with the MSCI All Countries World Index rising by 22.2% in USD terms. This is despite the 2022-2023 period delivering the sharpest interest rate hiking...