September 2025 Investment Insights: Global Growth & Earnings Outlook
- Admin
- Sep 30
- 2 min read
The September 2025 Investment Insights examines the broader themes influencing markets and economies as we enter the final quarter of the year. From slowing global growth forecasts to corporate earnings resilience, the report highlights both opportunities and risks investors are watching closely.
September 2025 investment insights — key highlights
What’s inside this edition
Slower global growth expected – consensus forecasts point to softer GDP trends over the next 12 months.
Australian earnings season reactions – solid results overall, but companies missing expectations saw heavy sell-offs.
Global equity valuations – still reasonable by historical standards, supported by stronger earnings expectations.
Japan reforms – corporate governance changes are unlocking value and improving capital allocation.
Asset class views – Quilla’s perspective on bonds, equities, private assets and gold.
Download the full report
Final thoughts
The September edition offers a timely glimpse into the trends that are likely to shape markets in the months ahead. If something in the report sparks a question, please don't hesitate to contact us — we’re here to help.
You might also like to revisit our August Market Update for a month-by-month performance snapshot, or explore the Spring Prepare for Life magazine, which offers the latest superannuation changes and practical tips for decluttering your digital life.
Disclosure Statement: Middleton Financial Planning Pty Ltd ABN 91 166 322 318 is a Corporate Authorised Representative of Matrix Planning Solutions Ltd (ABN 45 087 470 200 | AFSL 238256). General Advice Warning: This information is of a general nature only and has been prepared without taking into account your particular financial needs, circumstances and objectives. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. You should obtain professional advice before acting on the information contained in this publication. You should read the Product Disclosure Statement (PDS) before making a decision about a product.
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