For Institutional Investors in Australia

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.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Global Dividend Index

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

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.

Latest Insights

Global dividend payouts reach Record Q3 high

Global dividend payouts reach Record Q3 high

Dividends jumped by a record 22% to reach $403.5 billion – an all-time high for the third quarter.

COP26: reflections, responsibility and legacy

COP26: reflections, responsibility and legacy

In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.

Emerging Markets: Why then, why now?

Emerging Markets: Why then, why now?

Portfolio Manager Daniel Graña on the case for EM Equities and what led him to spend his career focused on emerging markets.

Global Natural Resources: COP26 perspective

Global Natural Resources: COP26 perspective

Daniel Sullivan, Head of Global Natural Resources, discusses what COP-26 means for natural resources investors and the opportunities arising from a climate-conscious world.

COP26 week two: coal, carbon-trading and climate change funding

COP26 week two: coal, carbon-trading and climate change funding

During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.

Is decarbonisation an opportunity for emerging markets?

Is decarbonisation an opportunity for emerging markets?

Paul LaCoursiere chairs a World Climate Summit Investment COP panel discussion with academic, business and government experts to discuss the opportunities and challenges that decarbonisation presents across emerging markets.

Changing perceptions: natural resource companies are providing solutions to support net zero

Changing perceptions: natural resource companies are providing solutions to support net zero

Portfolio Manager Tim Gerrard explains how natural resources companies – specifically industrial gas suppliers – are supporting the transition to zero carbon by developing products and services that help consumers and other entities reduce their carbon emissions.

Supply chain crisis fuels insatiable demand for warehouses

Supply chain crisis fuels insatiable demand for warehouses

The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.

COP26: “Finance Day” commitments amid greenwashing backlash

COP26: “Finance Day” commitments amid greenwashing backlash

The latter half of week one at COP26 focused on the finance industry’s role in reducing emissions, including potential impending reporting and regulatory requirements.

Emerging markets now fertile ground for innovation

Emerging markets now fertile ground for innovation

While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.

COP26: Deforestation, Methane Emissions and Decarbonization in Focus

COP26: Deforestation, Methane Emissions and Decarbonization in Focus

COP26 so far has seen a focus on deforestation, the reduction of methane emissions and decarbonization of steel production and coal usage

Despite sell-off, healthcare fundamentals appear strong

Despite sell-off, healthcare fundamentals appear strong

Like the broader equity market, healthcare stocks experienced bouts of volatility during the third quarter. But attractive valuations, continued innovation and an uptick in merger and acquisitions could help lift the sector, says Portfolio Manager Andy Acker.