The Navigator Brief from the Navigator Report #39, October 4, 2025
The Asymmetric Mandate: Navigating the Geopolitical and Technological Divergence
Executive Summary
The current global investment landscape is defined by a profound divergence. Secular growth themes in technology and geopolitics are driving exceptional strength in specific sectors, while traditional, cyclical, and consumer-facing segments face structural breakdowns. The Federal Reserve’s easing cycle provides a supportive macro backdr…
