The Scottish Widows view on markets to help inform client conversations
Our quarterly Market Compass brings together our investment experts' views on markets, asset classes and the key longer-term themes and trends we believe are shaping the outlook ahead, helping you stay up to date and bring fresh perspectives to client conversations.

Market sense

Our CIO Peter Fitzgerald’s perspective on the markets, economic forces and investment themes shaping Scottish Widows' strategic outlook

A technology-themed analytics dashboard featuring multiple colourful data visualisations, including line charts, circular charts, bar graphs, and a world map. The interface uses blue, yellow, pink, and cyan tones to represent global data trends and performance metrics.

Global markets watch Q3

A quick view of our short and longer-term outlook for different asset classes, highlighting key risks and opportunities.

A close-up of a trading chart displaying candlestick patterns, volume bars, and technical indicators on a dark background

Market review Q3 2026

A straightforward look back at the quarter's market performance, key events and economic trends impacting investors.

Image for US interest rates have risen in response to persistent inflation

US interest rates have risen in response to persistent inflation

Explores a key data point shaping markets, providing advisers with insight and context to support informed client discussions.

Contributors

Heather Coulson
Head of Portfolio Management and Implementation, Scottish Widows
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Matt Brennan
Head of Asset Allocation & Research, Scottish Widows
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Peter Fitzgerald
Chief Investment Officer, Scottish Widows
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Scottish Widows
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