In this video, we explore what’s driving market resilience – and the risks and opportunities investors should be watching. The year-to-date has certainly presented its share of challenges, yet markets have remained buoyant, supported by resilient consumers, robust labour markets, and the excitement surrounding what many are calling a new industrial revolution led by Artificial Intelligence (AI).
Please note: except where otherwise noted or quoted, the views in this article are those of Perpetual Private’s Investment Research Team.
Inside the report, we delve into the fortunes of the major asset classes to which we allocate, conduct a deep-dive into AI in our Special Article, as well as consider the major political, geopolitical and economic themes that will likely determine the path of investment returns ahead.
We see this moment in time as one that warrants heightened vigilance and a parsimonious attitude to risk, as we seek to benefit from upward momentum, whilst protecting the value of the assets of which we are privileged to manage.
With the path ahead likely to be imbued with the dual and competing considerations of a heightened level of risk, combined with an elevated potential for return, we look forward to the end of 2025 and the start of 2026 with a healthy degree of cautious optimism.