Raymond Backreedy

• We have seen a rebound in tech stocks over Q3 thus far and positive Aug based on good tech earnings as well as market pricing in fed rate cut in Sept, which has supported equities as well as FI.

• We stress investors portfolios are well-diversified across both regions and assets, to protect against trade-related slowdown, geopolitical tensions and inflationary pressures as tariff rises may feed through to consumer prices.

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