Insights

From resilient earnings to the AI investment boom, are markets entering a new phase of growth? Lloyd Mitchell, Head of Fixed Income and Markets at Mason Stevens, breaks down the Q3 2025 trends shaping the outlook for investors.

Is a Fed rate cut on the horizon - and how should investors respond? Andrew Ash our Head of Manager Research unpacks the latest macro signals, market risks, and the global trends shaping opportunity in technology, defence, and beyond.

What’s supporting the economic expansion? Hear from our Head of Asset Allocation, Brad Creighton, as he unpacks the key drivers behind global growth, resilient earnings, and what it means for portfolios heading into 2026.

What’s driving markets right now? Hear from our Chief Investment Officer, Jacqueline Fernley, as she breaks down the five key macro and market forces in play this quarter.