Article last updated 22 July 2025.
Alongside the human devastation, Russia’s invasion has also set off a chain of consequences that have spread through many markets and significantly added to the uncertainty surrounding the global outlook.
In our second feature article, we look at three scenarios, the likelihood of each and what that means for the global economy and markets, as we map our way through the uncertainty. In a rapidly changing world, our final article looks at whether investing in infrastructure can help put portfolios on a stable footing. We show how the relatively steady returns that this asset class has traditionally provided are being supported by a structural trend of increasing investment in renewable energy infrastructure.
You can watch an introductory video of Investment Insights Q2 2022 from our co-chief investment officer Ed Smith or read a one-page summary.
Liz Savage and Ed Smith
Co-chief investment officers
Read the latest version of Investment Insights, Q2 2022
