What’s Hot? What’s Not: Commodities And Asia Lift, Small Caps And Property Drift [Sector Edition]

Thu 02 Oct 2025

By Brian Dennehy

Access Level | public

What's Hot What's Not

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What's Hot

What’s Hot

·         Predictably it is the Commodity sector which comes out top…

·         But a number of other sectors were excellent too.

·         The headlines probably caught the action in Technology…

·         But few are paying attention to China and Asia, 3 of the top 5 sectors.

 

What’s Not

·         Nothing terrible here, and three of the worst sectors average performances are positive.

·         India cannot yet sustain upward momentum.

·         European and US smaller companies are directionless at the moment, with concerns over recession and the direction of interest rates…

·         Property and High Yield are at the mercy of the same issues.

 

 What's Hot

NameLast Month's Performance %
Commodity/Natural Resources8.32
Technology & Technology Innovation7.83
China/Greater China7.18
Global Emerging Markets6.27
Asia Pacific Excluding Japan5.20


What's Not

NameLast Month's Performance %
India/Indian Subcontinent-0.84
European Smaller Companies-0.43
Property Other0.08
Sterling High Yield0.59
North American Smaller Companies0.59

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What's Hot What's Not

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