Global House View and Investment Perspectives – October 2025

Inview

8 min read

Despite September typically being a seasonally weak month for equity markets, the MSCI All Country World Index rose 3.7% last month.

15 October 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

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