Lloyd Mitchell, Head of Fixed Income & Markets at Mason Stevens, notes that November’s markets were volatile, even as the S&P 500 ended largely flat. Key drivers included AI developments, tech-sector debt, liquidity pressures, and interest rate movements. Despite the uncertainty, Mason Stevens maintains a modest overweight position in growth assets.
December House View Update
3 Dec, 2025
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READ TIME < 1 min
Sharren Adiwongso
Mason Stevens Investment Team
December House View Update
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