The September quarter of 2025 delivered another period of steady market gains, despite a backdrop of shifting economic sentiment and ongoing global uncertainty.
In this quarter’s update, we unpack the key forces that shaped markets,
from strong performances in global equities, standout contributions from technology and emerging markets to the mixed picture created by sticky inflation and diverging interest-rate paths across major economies. We also take a closer look at how Australian shares and bonds fared amid resilient domestic conditions and a cautious stance from the Reserve Bank of Australia.
This update also explores what investors can expect in the months ahead. With central banks navigating a delicate balance between slowing inflation and maintaining growth, valuations elevated across many regions, and policy uncertainty still lingering, we outline the opportunities and risks shaping the global and local outlook. Our goal is to help you understand the trends behind the headlines and what they may mean for long-term, diversified portfolios.
READ ECONOMIC AND MARKET UPDATE HERE
If you have any questions or want to discuss the implications of the latest quarterly investor update, don’t hesitate to reach out to us – we’re here to help.
Email us at team@tagfinancial.com.au or give us a call on 03 9886 0800.
Disclaimer: The information contained is general in nature. Professional advice should be sought before acting on any aspect on this page. Financial planning services provided by TAG Financial Advisors Pty Ltd (ABN 77 154 205 017 AFSL 415632), a wholly owned subsidiary of TAG Financial Services Pty Ltd (ABN 67 075 374 686). Copyright 2025. Please do not reproduce without the expressed written consent of the author.