There’s Still No Place Like Home

Published on October 31, 2025

The three themes we laid out will take a few years to play out, if at all. Our portfolio positioning reflects our belief in the economic strength and momentum of the US Tech / AI trade, and we would want to see more policy clarity and earnings confirmation before we make any large shifts into international.

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Chicago PMI Contracts for 23rd Consecutive Month

October 31, 2025
The Chicago Purchasing Managers’ Index (Chicago Business Barometer) rose more than expected in October, increasing 3.2 points to 43.8. This reading came in above the projected 42.3. Despite the improvement, the index still came in below 50, which marks the 23rd consecutive month of contraction for regional business activity.

SEC Chief Revamps the Wells Notice Process

October 31, 2025
Going forward, SEC staff will provide the other side with at least four weeks to respond, Atkins said.