In this edition of Investment Perspectives, Matt Brennan, Head of Asset Allocation, takes a closer look at bonds, how they work in multi-asset portfolios, and what investors need to consider.
With changes to the cash ISA ahead, Mithesh Varsani, Head of Investment Solutions, explores the opportunity this presents for new client conversations. In that same vein, we review the latest Scottish Widows research into investor attitudes to responsible investing and how this presents a chance for advisers to add value to existing clients and future prospects.
In addition, we feature our Q2 market review and Q3 outlook, as well as third-party contributions on the benefits of AI, updated views on market fundamentals, and a deeper look at Asian equities.
Global investment market review: Q2 2026
Over the second quarter of 2026, the MSCI ACWI Index, a representative measure of global equities across developed and emerging...
Shorter-term market outlook: Q2 2026
Though we manage funds for the long term, here are our thoughts on markets as we look forward over the...
Responsible investing – what retail investor attitudes could mean for advisers
New Scottish Widows research into more than 2,000 UK retail investors and first-time investment considerers suggests that many clients now...
Beyond the Cash ISA changes: helping clients rethink the role of cash
The announced reduction in the annual Cash ISA allowance from £20,000 to £12,000 for under-65s from April 2027 has brought...
Bonds aren’t what they used to be. Or are they?
Bonds have traditionally been a source of defensiveness, predictable income flow, portfolio diversification, and some capital appreciation for conventional well-balanced...
Asian equities need more than a good story
Everyone loves a good story, and almost nowhere more so than in Asian equities, where investors are drawn to themes...
Multi-Asset: Boring is still beautiful for the second half of 2026
Looking ahead to the next six months, Richard Bernstein, Global Head of Macro & Customized Investing, explains why it may...
Beyond hype: AI benefits taking shape
A recent research-driven investment trip by Columbia Threadneedle Investments reinforced how AI is delivering real efficiency and productivity gains –...
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