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Reports

CIO Perspective – Q3 2025

Our quarterly CIO commentary reviews global market trends and asset class positioning:

  • Global equities advanced strongly, led by China and European markets.
  • AI optimism continues to drive valuations, while geopolitical and tariff risks are underplayed.
  • Bond markets remain volatile but supported by central bank easing and yield curve steepening.
  • Preference maintained for international equities, Australian fixed interest, and global infrastructure, with selective opportunities in alternatives.
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