Investment perspectives: July 25 - Scottish Widows Insights Hub

In this edition, we examine global market performance and outlooks, unpack key systemic risks, and explore how investor strategies are evolving in response to geopolitical tensions, policy shifts, and the growing importance of social frameworks like decent work.

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Global investment market review: Q2 2025 performance & highlights

In the second quarter of 2025, the MSCI All Country World Index, a representative measure of global equities, rose 5.1%...

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Global investment market outlook: Q3 2025 data & insights

Despite equity market weakness following news of wide-ranging US trade tariffs in April, subsequent delays in their implementation enabled markets...

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Why systemic risks matter for investors

Systemic risks can have wide-ranging impacts across markets and economies. Their interactions can spark a cascade of consequences that can...

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Expectation vs reality: Assessing Bessent’s 3-3-3 plan

Scott Bessent, US Treasury Secretary and former hedge fund manager, has touted a “3-3-3” plan – a bold economic strategy...

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Decent work: A framework for investors

The United Nations unveiled its 17 Sustainable Development Goals (SDGs) in 2015. These included SDG 8, “decent work and economic...

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Implications of Middle East tensions for the global economy and markets

Israel’s attack on Iran’s nuclear programme and military leadership on Friday 13 June marked a significant escalation in the conflict...

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The benefits of using liquid alternatives in portfolio construction

Traditional investment strategies can fall short in navigating the complexities and volatility of today’s financial markets. Consequently, portfolio managers are...