Equity Gains and Economic Strains: Q3 2025
Update: 2025-10-09
Description
A resilient market masked a quarter defined by policy tension, valuation concerns, and inflation uncertainty.
In this quarterly edition of The Wealth Exchange, Nicola Wealth Portfolio Manager and Investment Strategist Ben Jang joins host Jasmine Marichic to unpack a quarter marked by rising equity markets and rising risks.
From the evolving US–Canada tariff dispute and its implications for key industries, to concentrated market leadership, high valuations, sticky inflation, and bond volatility, Ben explores the complex macro environment investors face today.
He also explains why diversification, real assets, and illiquidity premiums can play a vital role in helping build more resilient portfolios.
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