NEWSLETTER - Market Insights - May 16, 2025

Navigating Uncertainty with Strategy and Discipline

  • New U.S. tariffs triggered global market volatility—but agreements are already reshaping the outlook  

  • Interest rate dynamics continue to pressure both consumers and investors

  • Real estate is undergoing a slower, structural reset, demanding patience and precision

  • Our funds remain nimble—emphasizing capital preservation, tactical flexibility, and income generation

 
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NEWSLETTER - Market Insights - June 10, 2024