Video: Markets in perspective

Perspective

Explore how interest rates, a resilient U.S. economy, and AI-driven innovation are shaping opportunities for your portfolio.

9 October 2025 | 2 minute read

Key highlights

  • Central bank decisions and their ripple effects: Learn how recent interest rate moves by the U.S. Federal Reserve, Bank of England, and European Central Bank are shaping currencies, gold prices, and market dynamics.
  • Is the U.S. economy still on solid ground? We break down key indicators like job growth, trade tariffs, and consumer spending to understand why economists are calling it a ‘Goldilocks’ economy – and what that means for investors.
  • AI’s game-changing role in corporate earnings: AI is transforming industries and driving better-than-expected corporate profits, particularly in the tech sector. Learn why quality companies with strong innovation are well-positioned to thrive – and how this shapes opportunities in global markets.

This video was recorded on 1 October 2025.

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The value of investments, and any income from them, can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist. Neither simulated nor actual past performance are reliable indicators of future performance. Information is provided only as an example and is not a recommendation to pursue a particular strategy. Information contained in this document is believed to be reliable and accurate, but without further investigation cannot be warranted as to accuracy or completeness. Forecasts are not a reliable indicator of future performance.