September brought a cautiously positive tone to global equity markets, reflecting a delicate balance between optimism for potential rate cuts and unease over lingering inflation, policy direction, and geopolitical tension.
While investors were encouraged by signs of resilience in corporate earnings and easing yields, uncertainty around global growth and central bank timing kept volatility alive.

In the UK, the FTSE 100 continued to demonstrate impressive strength — not only closing the quarter on a record high but also showcasing the enduring appeal of income-generating blue-chip names. Despite structural challenges and investor caution, the market’s steady finish highlighted renewed confidence in British equities as a source of stability and value.