Global equities recovered in 3Q 2025 after April’s tariff-triggered sell-off, with Asia leading the charge while Europe slipped behind. But as we head into the final quarter of the year, investors face fresh uncertainties, from a dovish Fed and stretched valuations to Trump-era policy risks and a U.S. government shutdown.
In this episode of The Bigger Picture, Dan Koh speaks with Sean Quek, Managing Director & Senior Portfolio Manager at Paragon Capital Management Singapore, to unpack the quarter’s key market drivers, assess the outlook for 4Q, and explore where opportunities and risks lie for investors.
See omnystudio.com/listener for privacy information.
Breakfast with Ryan Huang, Emaad Akhtar and Audrey Siek