OCTOBER 2025
Monthly Market Musings
Our up-to-the-minute thinking on market trends.
The continuation of the AI trade, along with dovish steps from the Fed, led to a rally across equity markets in October. There were signs of a broader market rally than what we have been accustomed to recently. Marc Davis, Portfolio Manager, delves into the dynamics of the market and what our team is expecting heading into the end of the year.
Marc Davis