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September Monthly Market Review

Global markets advanced in September 2025 as the Fed cut rates for the first time this year, while the BoE and ECB held steady. Strong performances in commodities and China-focused sectors powered broad equity gains, with the Netherlands and Peru leading the way. Despite persistent inflation, improving sentiment and policy support lifted the Balanced portfolio Index by 1.58%, signalling renewed investor confidence.

Oct 303 min read

Clever.

01244 346343

sales@cleveradviser.com

Clever.

sales@cleveradviser.com

01244 346343

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