Within our Q3 2025 Market Review & Outlook, our Investment Committee delve deeper into the drivers behind this rally and examine how resilient earnings, shifting central bank policy, and improving credit conditions have supported global markets. The team also outline where opportunities and risks may lie as easing cycles take hold.
When considering the forces behind equity market returns, volatility, valuations and investor sentiment often dominate attention. Yet history clearly demonstrates that the true engines of long-term returns are in fact earnings growth and dividends.
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