In this edition, we explore a range of timely investment themes - from market movements and inflation hedging strategies to stewardship, societal shifts, and the evolving risks facing retirees - offering fresh perspectives to help navigate today’s financial landscape.

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Global investment market review: July 2025 performance & highlights

In July 2025, the MSCI All Country World Index, a representative measure of global equities,...

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How minding the gender gap can unlock opportunity

Women are becoming an ever-increasing force to be reckoned with when it comes to controlling...

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Asset correlation and inflation: Is hedging the answer?

In the UK, we’ve had a step up in inflation in recent months and there...

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Engage, oversee, influence: Our three-pillar stewardship approach

As a proud signatory of the UK Stewardship Code, we recently published our 2024 Responsible Investment...

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From an ageing society to a longevity society

The prevailing narrative in the so-called ‘ageing crisis’ has been one linked to overburdened pension...

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Five reasons to pay more attention to Europe’s smaller companies

One of the precious few joys of perusing European Commission documents lies in the challenge...

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The hidden cost of ‘pound-cost ravaging’ for retirees

Transitioning from saving to spending requires careful planning for your clients. Avoid pitfalls like pound-cost...

Contributors

Eva Cairns
Head of Responsible Investments, Scottish Widows
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Fidelity International
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Harry Eastwood
Product Specialist, Artemis
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Matt Brennan
Head of Asset Allocation & Research, Scottish Widows
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Nic Palmarini
Director, National Innovation Centre for Ageing
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Scottish Widows
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