Optimistic that growth will remain decent and multiple rate cuts are still to come, equity markets posted strong results for September 2025. As can be seen in the graph below, estimates for both GDP growth (white line) and inflation (yellow line) in the U.S. have been steadily inching higher. Just as tariff-related inflation, actual or assumed, doesn’t seem to matter to markets, neither do the facts that AI-driven capex and spending by the top decile of the population account for almost all economic growth. As the market dynamo Prince once sang, markets just want to “party like it’s 1999”!
Alternative asset manager offering investment solutions that find a balance between asset protection and capital enhancement.
Alternative asset manager offering investment solutions that find a balance between asset protection and capital enhancement.