DEP Valuation Commentary

OCTOBER 2023

While rates remain high, expectations for the peak are now lower and we may be nearing that zenith now.

Economies remain robust, but there are signs that this will change. Our long-term view of investments has never been more important as geo-political uncertainty and market noise make investors nervous.

However, all is not doom and gloom and we look forward to opportunities to add high quality positions to portfolios.

Click below to read the full commentary.