The Charts that Matter | Investment Update | October 2025
Posted on 22/10/2025
Private Wealth
Overview:
A concise quarterly snapshot of global markets, economic trends, and investment insights from the Perks Private Wealth Investment Committee, highlighting key risks, opportunities, and strategic outlooks for investors.
Explore the latest insights from the Perks Private Wealth Investment Committee, chaired by Christo Hall, in the October 2025 edition of The Charts that Matter. This report covers key macroeconomic and market developments shaping the investment landscape, including:
- Global economic outlook: Global markets have rebounded, but volatility and uncertainty remain elevated, driven by shifting US trade policy and political tensions.
- Australia: Early signs of recovery, with rate cuts supporting housing and consumption, but business investment and productivity remain subdued.
- Equities & property: Equity valuations are high, property yields are stabilising, and infrastructure assets remain fairly priced, with bond curves steepening and Australian inflation-linked bonds offering attractive real yields.
- Currency trends: The AUD has firmed while the USD’s safe-haven status is uncertain.
With expert commentary and data-driven charts, this edition offers a clear, strategic view to help investors stay focused amid uncertainty.
