For wholesale investors in Australia

MARKET GPS
2022 INVESTMENT OUTLOOK

How should investors prepare for 2022?
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Global Perspectives

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.

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Global equities: focus on the predictable
December 2021
Investment Viewpoints Annual Outlook Global Growth Equities

Global equities: focus on the predictable

Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.

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Global dividend payouts reach Record Q3 high
November 2021
Quick Views Dividends Global income

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.

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Macro Outlook: Opportunity amid volatility
2 April 2020
Investment Viewpoints Coronavirus Global

Macro Outlook: Opportunity amid volatility

Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.

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