We round off the year with a look at what’s happened in markets and economies across the course of 2025, while our Head of Responsible Investment, Eva Cairns, considers the global energy transition and how that is playing out for investors.
We also feature our November market review and third-party contributions on rare earth minerals, AI, and the issues facing advisers in 2026.
Global investment market review: November 2025 – performance & highlights
Discover how global markets performed in November 2025. This review covers key data across equities
Rolling back the year: A review of 2025
Review the key market trends of 2025 - from trade tensions and interest rate shifts to AI-driven equity gains –...
The changing global energy mix: implications for economies, opportunities for investors
The global energy mix is shifting. In this article, Eva Cairns, Head of Responsible Investment, review what that transformation looks...
All the market wants for Christmas is AI ROI
AI investment is soaring, but where’s the return? Explore how monetisation is emerging across the tech stack – from LLMs...
How to invest in rare earths without getting your hands dirty
Discover smart ways to invest in rare earths without direct mining exposure – from strategic metals to banks benefiting from...
The big issues facing advisers in 2026
Explore the key challenges and opportunities for financial advisers in 2026 – from rising tax liabilities and evolving advice models...
Contributors
Paddy Flood
Co-Head of Global Equity Research and Global Sector Specialist, Technology, Schroders
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