October 2025 Brief – The Return of Volatility

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October has, so far, lived up to its spooky season moniker as markets fret over a barrage of bad news on multiple fronts. Yet equities continue to be resilient in the face of an unending stream of bad news. To summarize the macro environment: it’s ugly.
• First Brands & Tricolor bankruptcies shaking the banking and private credit markets. Are we looking at a looming banking crisis and deluge of bad loans?
• JP Morgan CEO Jamie Dimon warning on risks in private credit, stating glibly “when you see one cockroach there are probably more.”
• Government has been shut down for 20+ days with no end in sight. Most government employees have already missed one paycheck 10/15, and 10/31 looking awfully suspect. It’s estimated between 50-65% of the USA lives paycheck to paycheck, which could have a large impact on consumer spending.
• Trade war with China moved from a simmer back to a boil. Tariff threats abound.
• Argentina needed a $20B+ lifeline from the USA to stay afloat with its currency down -30% this year sparking concerns on possible debt defaults and contagion across Latin America.

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Where Planning Meets Investment Strategy

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At G Squared Private Wealth, every portfolio begins with a plan. We believe your financial plan should guide how your wealth is invested, not the other way around. Your plan outlines what matters most: your family, lifestyle, business interests, and legacy. Your investment strategy is then designed to bring that plan to life, adapting as goals and markets evolve. By grounding investment decisions in your personal objectives, we create clarity, purpose, and long-term durability for your wealth.

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CNBC Closing Bell Overtime – Q4 Seasonality and Technicals Make the Case to Stay Long Risk Assets

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Victoria Greene, G Squared Private Wealth CIO, and Brent Schutte, Northwestern Mutual CIO, join Closing Bell Overtime to discuss whether investors should remain long risk assets, the strength of market technicals heading into Q4, what history tells us about government shutdowns and equity performance, and more.

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