Investment perspectives: June 25 - Scottish Widows Insights Hub

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.

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Global investment market review: May 2025 - performance & highlights

In May 2025, the MSCI All Country World Index, a representative measure of global equities, rose 4.7% in sterling terms....

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The AI challenge – unpicking risks and opportunities for investors

AI is fast becoming an essential part of our daily lives and often in surprising ways. From the road network...

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China: a tale of two stories

Investing in China has been challenging in recent years. If you open any major Western media, you would likely encounter...

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Infrastructure steady as equities swing

ClearBridge Investments: Despite recent strong performance for listed infrastructure versus equities, infrastructure valuations are still attractive on a risk adjusted...