INVESTMENT
FOCUS MAGAZINE

As markets adjust to a world of resilient growth and higher-for-longer interest rates, investors are moving beyond momentum-driven returns and refocusing on fundamentals. In this edition, our investment teams discuss the opportunities and challenges across equities, fixed income and alternative strategies, while exploring the growing influence of artificial intelligence on technology, infrastructure and sustainability themes. We also present findings from our latest Customer Panel Survey, revealing how investors view geopolitical risks, government spending and the forces shaping markets today.