For financial professionals in Belgium

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.

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A “monetarist” perspective on current equity markets – October 2021
Global Perspectives

A “monetarist” perspective on current equity markets – October 2021

“Stagflation” concerns are likely to persist into 2022, while investors should keep a close eye on Chinese monetary trends and G7 bank lending, argues Simon Ward, Economic Adviser.

Fade the PMI bounce
Global Perspectives

Fade the PMI bounce

Better September PMI results are unlikely to mark a reacceleration point for global growth, argues Simon Ward, Economic Adviser.

Looking to sustainability for opportunity

Looking to sustainability for opportunity

Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.

Blink and you’ll miss it

Blink and you’ll miss it

Are we setting up for one of the shortest business cycles in history?

Tapering without the tantrum
Global Perspectives

Tapering without the tantrum

We believe the Fed learned its lesson from the 2013-2014 “taper tantrum,” and efforts to better communicate its intentions will result in lower volatility this time around.

Truffle hunting in credit

Truffle hunting in credit

While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.

Fed tapering: why the 2013-14 playbook could be misleading
Global Perspectives

Fed tapering: why the 2013-14 playbook could be misleading

The initial market response to the Fed’s tapering signal recalls 2013-14 but the global economic backdrop is weaker now than then, argues Simon Ward, Economic Adviser.

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.

ESG and Women – product design matters

ESG and Women – product design matters

Businesses often fall short of the requirements that make a gender-neutral product genuinely inclusive for women. So, how can companies incorporate truly inclusive design?

Natural resources: paving the way towards net zero

Natural resources: paving the way towards net zero

Natural resources play a key role in combatting climate change, with exciting opportunities for investors.

Global earnings momentum fading before Evergrande
Global Perspectives

Global earnings momentum fading before Evergrande

The Evergrande crisis could add to cyclical headwinds but a global industrial / earnings slowdown was already under way, argues Simon Ward, Economic Adviser.

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

While near-term risks exist, the trajectory of emerging markets remains on stable footing