Infocus
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
Global House View and Investment Perspectives: February 2026
Inview
8 min read
Global House View and Investment Perspectives: February 2026
Welcome to the February edition of InView: Monthly Global House View. In this publication we consider significant developments in the world’s markets, and discuss our key convictions and themes for the coming months.