September 2025 Investment Insights: Global Growth & Earnings Outlook

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.

  
  

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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.

Middleton Financial Planning Pty Ltd is a Corporate Authorised Representative (No. 450278) of Matrix Planning Solutions Pty Limited ABN 45 087 470 200 AFSL No. 238256. This document provides general advice only and not personal financial advice. It does not take into account your objectives, financial situation or needs. Before acting or making any investment decision, you should consider your personal financial situation or needs, consult a professional adviser, and consider any applicable disclosure documents. 

Information in this document is based on sources believed to be reliable, but Middleton Financial Planning does not guarantee its accuracy. All opinions expressed are honestly held as at the applicable date. Neither the information, nor any opinion expressed, constitutes an offer, or invitation, to buy or sell any financial products. Middleton Financial Planning does not accept any liability to any person or institution who relies on this document and the information it contains and shall not be liable for any loss or damage caused to any person in respect of this document and the information it contains. 

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