This edition of Investment Perspectives fresh from attending COP30, our Head of Responsible Investment, Eva Cairns, shares her thoughts from the global climate conference, and considers what it might mean for investors.
We explore the shifting fortunes of Europe. We ask what factors have driven the renaissance of Southern Europe, and the struggles facing many Northern European economies, once considered the bastion of economic strength?
And Matt Brennan, Head of Asset Allocation, compares the performance of India and China in recent years and what investors can take from that.
In addition, we feature our October market review and third-party contributions on AI, consumer behaviour trends, and social media impact.
Global investment market review: October 2025 – performance & highlights
Discover how global markets performed in October 2025. This review covers key data across equities
India and China: An emerging market dichotomy?
India and China dominate emerging markets, but their investment profiles differ sharply. Explore what drives performance and the long-term outlook...
Are the tides turning in European economics?
Explore whether economic tides are turning in Europe as growth slows, inflation eases, and monetary policy shifts. Gain insights into...
Good COP, bad COP? Reflections on the global climate conference
Fresh from attending COP30 in Belém, Brazil, our Head of Responsible Investment, Eva Cairns, shares her thoughts on the outcomes...
Soft signal: How Labubus became a barometer for the global economy
Discover how Pop Mart’s Labubu collectible toys became a global phenomenon, reflecting China’s cultural commerce, shifting consumer trends, and soft...
Social media meets valuation
Explore how social media-driven meme trading is reshaping markets and challenging traditional valuation. Learn why momentum, sentiment, and technical analysis...
How AI is changing search, and what it means for Google, ChatGPT and the open web
Explore how generative AI is transforming search, reducing click-through rates, and challenging traditional web models. Learn about Google’s AI Overviews,...
Contributors
