October 6, 2025 •HoganTaylor Wealth
In Q3 2025, global markets delivered broadly positive returns as easing interest rates, improving trade sentiment, and continued interest inartificial intelligence supported investor confidence. US stocks moved higher, with small caps outperforming large caps and growth continuing to lead value. Emerging markets were the strongest performers for the quarter, while developed international stocks also advanced.
Commodities generated modest gains, and fixed income benefited from declining US Treasury yields, contributing positively to diversified portfolios. The quarter highlighted how broad market exposure allows investors to participate in long-term economic and technological trends without relying on concentrated positions.
Please reach out to a HoganTaylor Wealth advisor if you’d like to discuss any further.
HoganTaylor Wealth
HoganTaylor Wealth provides an integrated approach to investment and financial planning and is a registered investment advisor and subsidiary of HoganTaylor LLP. HoganTaylor Wealth takes pride in serving clients as an independent fiduciary through holistic financial planning. Learn more at hogantaylor.com/wealth.
INFORMATIONAL PURPOSE ONLY. This content is for informational purposes only. This content does not constitute professional advice and should not be relied upon by you or any third party, including to operate or promote your business, secure financing or capital in any form, obtain any regulatory or governmental approvals, or otherwise be used in connection with procuring services or other benefits from any entity. Before making any decision or taking any action, you should consult with professional advisors.
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