October delivered a curious paradox: markets climbed to new all-time highs even as uncertainty seemed to be everywhere you looked. The US government shutdown left economic policymakers flying blind, yet inflation remained under control
In recent years, virtual meetings have become the norm. Driven by digitalization and remote work, they have proven attractive for their convenience and efficiency.
September proved to be a pivotal month as markets grappled with competing narratives: resilient equity performance versus deepening labor market concerns; and central bank easing versus mounting fiscal anxieties.
Since its founding, Telomere Capital has been shaping its corporate identity by operating in an environment marked by uncertainty. Over the past ten years, the company has faced several major crises: pandemics, geopolitical tensions, technological transformations, and even reversals by leading economic players.
August 2025 set the tone for a cautiously optimistic outlook as we move into the final months of 2025. Despite mixed signals in the U.S. labor market and political headwinds surrounding the Federal Reserve’s independence
