For Institutional Investors in Australia

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

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

2021 institutional client strategy perspectives: Known unknowns

2021 institutional client strategy perspectives: Known unknowns

Perspective on some of the major “known unknowns” confronting institutional investors as we step into 2021.

Could the shift to value propel European equities in 2021?

Could the shift to value propel European equities in 2021?

John Bennett, Director of European Equities, shares his view on the outlook for European equities in 2021.

Is it time for the European Renaissance?

Is it time for the European Renaissance?

John Bennett, Director of European Equities, explains the potential turning point in markets that could propel European equities to compete with the long-running and seemingly invincible US bull market.

Is now the time for defensive value?

Is now the time for defensive value?

Portfolio Manager Justin Tugman discusses factors that may point to a leadership change from growth to value stocks. He also explores the potential a defensive-value based approach offers investors concerned with ongoing market volatility and lofty stock valuations.