GeopoliticsMacroeconomics

Global Outlook - September 2025

5 Sept 2025|10 min read
William Dinning
Chief Investment Officer

In this video, Bill Dinning, Chief Investment Officer, discusses the resilience of global equity markets, supported by robust corporate earnings in the US.

He explores the implications of record-high profits alongside the prospect of Federal Reserve rate cuts, even with inflation above target, as well as the potential economic risks coming from rising US tariffs and shifts in immigration policy. 

Bill reflects on what these developments could mean for growth, inflation and market expectations, while noting recent policy moves from the Bank of England.

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