GeopoliticsMacroeconomics

Global Outlook - December 2025

11 Dec 2025|7 min read
William Dinning
Chief Investment Officer

In this video, Bill Dinning, Chief Investment Officer, reflects on a strong year for global equity markets, supported by robust earnings growth and a healthy corporate sector across major regions.

He highlights expectations for continued economic expansion into 2026 and notes that falling inflation expectations in the US and UK have helped reinforce a positive backdrop for financial markets.

Bill also examines potential risks to this outlook and how these could influence inflation and future policy decisions.

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