In this edition of Investment Perspectives, we take a wide-angle view of the forces shaping global markets and long-term investment strategy. From August’s market performance to the evolving role of capital market assumptions, the collection offers timely insights for navigating volatility and maintaining focus on long-term goals. We also explore how forward-looking climate metrics are being embedded into investment strategy, reinforcing the importance of sustainability in portfolio construction.
Beyond the macro lens, we spotlight key regional developments - from India’s rapid economic ascent to Europe’s blueprint for post-war Ukraine—and reassess the changing risk landscape in emerging market debt. Whether you're interested in global trends, climate alignment, or strategic asset allocation, this edition brings together perspectives designed to inform and inspire confident decision-making.
Global investment market review: August 2025 - performance & highlights
Discover how global markets performed in August 2025. This review covers key data across equities, bonds, and commodities, with insights...
Staying the course: why CMAs matter in volatile markets
Capital market assumptions help investors stay focused on long-term strategy, offering stability and insight amid market volatility.
From emissions to alignment: how Scottish Widows is embedding forward-looking climate metrics into investment strategy
Scottish Widows adopts forward-looking climate metrics to align investments with net zero goals, enhancing portfolio resilience and real-world impact.
The lowdown on India
India is now the world’s 4th-largest economy, growing at 6.4% annually. Strong markets, manufacturing growth, and global trade shifts position...
Europe’s blueprint for post-war Ukraine: security, reconstruction and partnership
Transitioning from saving to spending requires careful planning for your clients. Avoid pitfalls like pound-cost ravaging and secure your financial...
Why we can still deliver sustainability
Is momentum the key to successful income investing? Multi Asset Fund Manager David Jane questions whether income investing is ready...
Rethinking emerging market debt: A changing risk landscape
Transitioning from saving to spending requires careful planning for your clients. Avoid pitfalls like pound-cost ravaging and secure your financial...
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