This edition explores key developments shaping global investment thinking - from May’s market movements and the evolving AI landscape to China’s contrasting economic narratives and the resilience of infrastructure amid equity volatility.
In May 2025, the MSCI All Country World Index, a representative measure of global equities,...
AI is fast becoming an essential part of our daily lives and often in surprising...
Investing in China has been challenging in recent years. If you open any major Western...
ClearBridge Investments: Despite recent strong performance for listed infrastructure versus equities, infrastructure valuations are still...
