Fall 2025 Update

15/10/2025 5 min

Listen "Fall 2025 Update"

Episode Synopsis

Audio version of the Fall 2025 update (text version available on substack at fpmcapital.substack.com). Highlights include a review of strong financial market returns during the third quarter, boosted by strong corporate earnings, AI investment boom and an easing interest rate cycle, and a look ahead at trends which may shape the economy and markets as we head into year end.