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Index/Finance/Alternative Thinking from GrowthInvest
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Quarterly Economic Update - Winter 2025-26

Alternative Thinking from GrowthInvest · 2025-11-18 · 46 min

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Episode notes

In this episode, Kallum Pickering and Simon French return to share their perspectives on the current economic landscape, discussing recent global economic developments and how major regions are responding to shifting conditions. They examine the cooling of the US labour market, signs of stabilisation in China, and the uneven recovery in Europe and the UK. The conversation highlights the growing importance of political risk, including the pressures facing longstanding institutions and the influence of geopolitical events on economic planning. Both Kallum and Simon also reflect on long-term fiscal challenges and the role of market signals in shaping policy choices. Overall, the episode explores how governments and economies are adapting to a period of persistent uncertainty and structural change. Don't Invest unless you are prepared to lose all your money. These are high risk investments and you are unlikely to be protected if something goes wrong. CAPITAL AT RISK.INFORMATION IS CORRECT AT TIME OF RECORDING BUT IS SUBJECT TO CHANGE.Visit GrowthInvest.com for more information, helpful interviews and guides in our Knowledge Centre at

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