Investment Focus Magazine

The first half of 2025 contained its fair share of drama, but markets managed to regain their poise after the shock US tariff announcements. In this edition of the magazine, we consider how policy shifts in Europe on defence and infrastructure spending are revising investor sentiment towards European equities. We also look at how bond markets can provide signals of change occurring in the wider economy. Elsewhere, you can see what your peers are thinking in findings from our latest Customer Panel Survey and how artificial intelligence is transforming areas as diverse as sport and the drive for sustainability.