Investment perspectives: June 25
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.
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....
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...
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...
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...
Investment perspectives: Multi-asset special
A Multi-Asset special of Investment Perspectives. In this special edition, we take a closer look at multi-asset investing, exploring our asset allocation philosophy, the distinctions between multi-asset funds and model portfolios, and how diversification continues to offer resilience in today’s uncertain markets.
Our asset allocation approach
Learn how Scottish Widows’ Asset Allocation Team builds resilient, customer-focused portfolios using data-driven insights, diversification, and a future-ready investment framework...
Either or? Understanding key differences between multi-asset funds and model portfolios
‘Active versus passive’ and ‘growth versus value’ are common debates within the investment industry. However, they’ve been joined by another:...
Resilience through diversification: Why multi-asset matters now
In a world where headlines can now shift markets overnight, we are reminded of the value of diversification.
Investment perspectives: May 25
In this edition, we review Q1 market performance and look ahead to Q2 trends, while exploring inflation’s impact on central bank policy, shifting global value opportunities, and the growing relevance of systemic risks in shaping investor decisions.
Global investment market review: April 2025 - performance & highlights
Global markets saw mixed performance in April 2025 amid trade tensions, with Japan and Europe leading, and bonds and commodities...
Spotlight on China
China’s economy rebounds with stimulus and trade easing, yet property concerns and tariff uncertainty mean investors must stay alert to...
Emerging markets: Into the spotlight?
Despite recent challenges, emerging markets offer strong long-term growth, favourable demographics, and diversification potential for investors seeking global exposure.
Government debt – what it means for investors
Government debt is rising globally. What does it mean for investors, and how can sovereign bonds still play a role...
Stay calm, stick to your plans and be open to opportunities
Markets tumbling, red all across trading screens, investing apps, and mainstream news. Heart pounding. This is my pension, my housing...
Investment perspectives: April 25
In this edition, we review Q1 market performance and look ahead to Q2 trends, while exploring inflation’s impact on central bank policy, shifting global value opportunities, and the growing relevance of systemic risks in shaping investor decisions.
Global investment market review: Q1 2025 performance & highlights
Discover how global markets performed in Q1 2025. This review covers key trends across equities, bonds, and commodities, with insights...
Global investment market outlook: Q2 2025 trends & insights
Our Q2 2025 outlook covers global market trends, investment risks, and opportunities across equities, bonds, and emerging markets.
At what price?
Inflation has moved back into the spotlight following the wide-ranging trade tariffs from Donald Trump’s US government.
A new era? From US exceptionalism to exceptional European value opportunities
In recent years, US equities have consistently outperformed other markets, fostering the notion of American exceptionalism.