September was decidedly risk-on after a 50 basis point Fed rate cut and a wave of China stimulus put a charge in the market. Outperformance was broad, with 37 of 48 (77%) themes outperforming the S&P 500, the best breadth in 20 months. China Thematic, Travel, Lithium & Battery, and Uranium themes all posted double-digit returns, and all of our recommendations outperformed.
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