FSI Sector Allocation - August 2025 Update

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Market Recap

Equities began the month of July with seasonality acting as a tailwind. Historically, in the first year of a presidential term, July has tended to be the best month of the year. While this did not fully play out this time, the S&P 500 still rose 2.2% in July. 

Investors spent much of the month awaiting trade-deal announcements, mindful of the impendin...

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