Q4 2025 Astute Quarterly Market Update

Bubbles, Budgets and Barriers: Q4 2025 Market Update.

In our latest Quarterly Market Update, Paul Kelly speaks with Dr Scott Osborne about potential stock market bubbles, the upcoming Budget, tariffs and trade wars and the portfolio's positioning.

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.

Astute Private Wealth
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