With 2025 coming to a close, Director Paul Kelly caught up with Chief Investment Officer, Dr Scott Osborne, to discuss the potential bubble in stock markets, the impact that the Autumn Budget may have on markets, Scott provides an update on the ongoing tariffs and trade wars, as well as giving us an illustration of the funds’ positioning this quarter.
This is our final Quarterly Market Update for 2025. We look forward to being back with updates in 2026.