Global House View and Investment Perspectives – May 2025

Inview

8 min read

Global House View and Investment Perspectives – May 2025

The news flow over the past few weeks has remained highly variable and at times contradictory, making it difficult to separate the signal from the noise.

06 June 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.

7 min read

Inview 24 September 2026

Global House View and Investment Perspectives: September 2026

Equity resilience amid higher bond yields

8 min read

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