INSIGHTS & NEWS
Q3 2025 BIM Review
3Q25 | SOME NOTES OF CAUTION, BUT OPTIMISM PREVAILED IN THE QUARTER
|
INVESTMENT ENVIRONMENT Markets remain tolerant of a certain level of U.S. policy uncertainty. Surge in proposed megadeals highlights growing corporate confidence. |
EQUITY MARKETS In a standout quarter, equity markets remained buoyant driven by secular themes with Artificial Intelligence taking center stage. |
FIXED INCOME MARKETS Interest rate cut signals the U.S. has rejoined the central bank monetary easing crowd. Corporate bond spreads continue |
