Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Latest Insights

How are China’s stock markets developing and evolving?

How are China’s stock markets developing and evolving?

China equities portfolio manager May Ling Wee discusses the buoyant initial public offering (IPO) market and the impact of ‘re-shoring’ and rising cross-border flows on Chinese markets.

The speed of change in emerging markets is unknown but the direction is not

The speed of change in emerging markets is unknown but the direction is not

Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.

Prepare for a dispersion of outcomes for Emerging Markets post COVID-19

Prepare for a dispersion of outcomes for Emerging Markets post COVID-19

Daniel Graña and Matthew Culley from the Emerging Market Equity Team explain the importance of examining each emerging country individually to determine how they are likely to weather the COVID-19 storm, and why some of these countries are likely on the cusp of a transition toward more value-added growth drivers.

Vietnam: the new frontier in Emerging Markets?

Vietnam: the new frontier in Emerging Markets?

As some emerging market economies begin to slow, Daniel Graña, Emerging Market Equity Portfolio Manager, explains why he thinks Vietnam’s outlook is positive and why investors should take note.