October 7, 2025

What lessons can we apply in the final quarter of 2025?

September 2025 delivered a surprising upside for equity markets, defying historical trends that typically mark it as a weak month for stocks. The S&P 500 posted its best September in 15 years, rising 3.7%, while emerging markets surged 7.2%. Technology stocks rebounded strongly, gaining over 7.5%, after a sluggish August. However, not all sectors participated…

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