Peter Hofstra recaps September’s performance in North American equity markets, highlighting steady growth despite geopolitical tensions and economic uncertainty. He discusses a favorable ruling for Alphabet, ongoing AI infrastructure investment, and concerns about private market financing. Hofstra also touches on rate cuts in Canada and the U.S., the impact of a U.S. government shutdown, and seasonal market trends heading into October.

CI Global Asset Management

CI Global Asset Management (CI GAM) is one of Canada’s largest investment management companies with more than 100 investment professionals—each with extensive expertise navigating multiple markets. We offer a unique, modern lineup of traditional and alternative strategies with the performance you need to help achieve your distinct goals.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.
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