Global House View and Investment Perspectives – January 2025

Inview

8 min read

Global House View and Investment Perspectives – January 2025

The month of December saw a consolidation of the gains made in the first eleven months of the year following the re-election of Donald Trump to the White House.

08 January 2025

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Infocus 29 September 2026

Assessing downside risks: scenarios, triggers and thresholds

In the three years to 23 September 2026, MSCI World returned over 80%, equivalent to more than 20% per annum.

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Inview 24 September 2026

Global House View and Investment Perspectives: September 2026

Equity resilience amid higher bond yields

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Market insights 24 August 2026

Rising bond yields and oil prices weigh on sentiment

A key feature of the week was rising government bond yields, particularly in the US and Japan.

Research Team

2 min read