Investment strategist David Laut discusses current market volatility and the strategic shift KERUX is making as the year-end approaches. He explains his decision not to chase the market, opting instead to be a wise steward by rebalancing portfolios toward value, small cap, and bonds. David assesses the maturation of the technology sector and its influence on volatility, while detailing opportunities in long-duration assets like gold and small-cap tech as interest rates are expected to fall. He advises clients to use dollar-cost averaging over the next six weeks and highlights the importance of maintaining client liquidity to ensure they are not thrown off track with their mission, despite being optimistic about an overheated market environment in 2026 driven by falling rates and AI.
The views expressed are those of David Laut as of November 10, 2025 and are not intended as specific investment advice. Past performance is not indicative of future results.
