ACG’s September 2025 Capital Markets Review
(Download the full report HERE)
Market Highlights
- Equity markets continued a summer rally, buoyed by a Fed rate cut in September and general risk-on sentiment that saw some higher beta areas of the market outperform.
- The S&P 500 was up +3.65% in September and is now up +14.83% so far this year.
- U.S. Small Caps have benefited recently from expectations for lower rates, as the Russell 2000 rose +3.11% for the month.
- Technology and Communication Services continued to power the S&P 500, with the sectors up +7.25% and +5.60% respectively.
- The Russell 1000 Growth (+5.30%) outperformed relative to the Russell 1000 Value (+1.49%) in September.
- Emerging Markets stocks continued a strong year by rising +7.15% during the month to bring YTD performance to +27.53%. Developed International equities also built on a strong year, with the MSCI EAFE up +1.91% in September.
- The Fed began an anticipated cutting cycle by reducing rates by 25 bps in September. The 10-year Treasury yield declined from 4.23% to 4.15% during the month. The Bloomberg Agg Bond Index rose +1.09% in August and is now up +6.13% this year
Download the full report HERE to see index returns and more.
Sources:
- Morningstar Direct, MSCI
Important Disclosures
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The information contained herein reflects the opinions and projections of the ACG as of the date of publication, which are subject to change without notice at any time subsequent to the date of issue. All information provided is for informational purposes only and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. While the information presented herein is believed to be reliable, no representation or warranty is made concerning the accuracy of any data presented. You should not treat these materials as advice in relation to legal, taxation, or investment matters.
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