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.