Portfolio Commentary – November 2025
November returns were largely flat amid heightened volatility, as tech-sector valuation concerns and ongoing expectations for U.S. rate cuts limited market gains.
Market and Investment Insights
Portfolio Commentary – October 2025
October delivered mixed results across key holdings, with tech-linked names showing strength while others faced short-term sector pressures.
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Portfolio Commentary – September 2025
Markets advanced in September, led by technology and infrastructure sectors, while energy softened amid falling oil prices.
Portfolio Commentary – August 2025
Markets delivered robust returns in August, fueled by expectations of rate cuts, strong earnings, and sector-specific gains, though labor market softness remains a factor to watch.