Quarterly Investment Report – October 2025

Share this post

Fear or Fundamentals?

Headlines have been volatile this year, with fear surrounding inflation, trade tensions, and shifting policy; yet the numbers tell a more balanced story.

At the same time, some complacency has crept in, with parts of the market looking stretched and enthusiasm (FOMO) for gold running high.

In our latest Quarterly Investment Report, we share how we are positioned for the final months of 2025, including a new long-short strategy in Global Equities to capture opportunities on both sides.

Here’s what we cover:

  • Why central bank rate cuts are reshaping the outlook for 2026
  • Equities and the case for active long/short strategies as enthusiasm fades
  • The bull case is built on resilient earnings, supportive policy and AI-driven growth
  • The bear case highlights trade tensions, fiscal strain and inflation risk
  • Gold’s surge is driven more by fear than fundamentals, and how we are positioning

In investing, the advantage rarely comes from prediction. It comes from preparation and patience.

We hope you find the commentary helpful and look forward to staying connected through the close of 2025 and beyond.

Warm regards,
The MPW Advisory Board

 

General Advice Warning: Any comments in this communication do not consider your objectives, financial situation or needs. Before acting on any general advice, consider whether it is appropriate for you.

Read related market insights, updates and Quarterly Reports.

Quarterly Investment Report – July 2025

The first quarter of 2025 brought a notable shift in market conditions, driven by renewed geopolitical tension, shifting policy expectations, and deteriorating investor sentiment. In this environment, it’s easy to focus on what can go wrong. But extreme pessimism often signals a turning point.

Read more

Quarterly Investment Report – July 2022

Welcome to the July 2022 edition of our Quarterly Investment Report. This report brings you key investment insights from our research partners and independent advisory board.

Read more

Quarterly Investment Report – April 2024

The strong momentum behind markets continued throughout the first quarter of 2024, with the Global Equity index climbing 14%, taking its annual return to 26%. Our report examines the key themes driving markets, risks and opportunities for 2024 and beyond.

Read more

This website uses cookies to ensure you get the best experience on our website.