Morningstar Market Commentary for February 2025

Market and Economic Summary February was marked by significant uncertainty surrounding both US economic conditions and foreign policy, which dominated news flow this month. These factors, combined with stretched valuation levels across key developed markets, led to...

As we Reflect on 2024

As we reflect on 2024 I have put down a few reminders and things we probably won’t do in 2025: The first thing is we probably won’t like something about the economy or politics In the US, people were upset during the Great Financial Crisis because housing prices...

Morningstar Market Commentary for January 2025

Market and Economic Summary January was a month full of newsworthy events, including the change in leadership in the US, the additional player in the Artificial Intelligence (AI) race, as well as continued policy uncertainty surrounding the direction of inflation and...

Ten financial resolutions to kick start your year

Ten financial resolutions to kick start your year. Ninety One – Investing for a World of Change As we step into the new year, let’s seize the opportunity to reassess our financial strategies and set the stage for a prosperous future. Regardless of where you are...

Morningstar Market Commentary for December 2024

Market and Economic Summary The year 2024 ended on a subdued note, with most equity markets posting negative returns in December. While the US Federal Reserve delivered a widely anticipated 0.25% rate cut, the hawkish tone of its accompanying statement unsettled...