As we move through the middle of Q3 2025, the financial landscape is shifting in ways that demand agility and foresight. Global capital flows are being reshaped by new U.S. tax policies, while investor sentiment is cautiously optimistic amid stabilizing macroeconomic conditions.
For growth-focused companies and investors across the UK, EU, and APAC, this period presents a rare window of opportunity to secure strategic funding. In this edition, we explore the latest developments – from the impact of U.S. tax changes on global capital, to why Q3 is a pivotal fundraising season – and how Fuse Capital can help you turn market timing into a competitive advantage.
Recent tax proposals from the Trump administration are reverberating far beyond American borders. The centrepiece – the “One Big Beautiful Bill” package – includes Section 899, a provision to significantly hike U.S. taxes on investors and companies from countries with “unfair” foreign taxes.
This so-called “revenge tax” imposes a 20% levy on foreign investors’ U.S. income, potentially cooling the appetite for U.S. investments. With global investors holding nearly $40 trillion in U.S. assets, even a small reallocation could shift billions toward other regions.
Adding to the uncertainty, the U.S. has walked away from the OECD global tax deal, signaling a more unilateral approach. A weaker U.S. dollar – down nearly 10% this year – further suggests investors are reconsidering their exposure to U.S. assets.
For businesses in the UK, EU, and APAC, this may translate into redirected capital flows and new funding opportunities. Conversely, U.S. companies might increasingly look overseas for growth if inbound capital slows. The key takeaway: global capital is mobile, and policy shifts can rapidly redirect investment streams.
Several macroeconomic and seasonal factors converge to make Q3 especially favourable for capital raising:
The bottom line: Q3 offers a sweet spot where investor attention is high, capital is available, and market conditions are supportive.
A favourable market is only half the equation – execution determines the outcome. Fuse Capital works alongside you to ensure your raise is timed, structured, and positioned for success.
Closing Thoughts
Q3 2025 is offering a rare window for founders, CFOs, and institutional investors to make bold funding moves – be it expansion, refinancing, or strategic acquisitions. Market momentum from Q1 and Q2 is carrying into the second half of the year, but windows like this don’t stay open forever.
At Fuse Capital, we turn timing into a strategic advantage, helping you secure the right funding on the right terms while the market is in your favour.
The rest of 2025 will reward those who act decisively. Let’s make sure you’re one of them.
Written by Reynold Paul