Tantallon Asia Impact Fund Report, October 2024
The Tantallon Asia Impact Fund closed down -2.10% in October with US Treasury markets presciently anticipating (more) tariffs, (lower) taxes, and tantrums, and with heightened volatility across global equity, debt, and currency markets bringing in sharp relief, the mounting uncertainty over (geo)politics, policy, potential Central Bank ‘glide’ paths, and vastly diverging implications for risk assets globally.