For financial professionals in Belgium

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.

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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Global equity market neutral: tools of the trade

Global equity market neutral: tools of the trade

The coronavirus pandemic has challenged many accepted paradigms within the investment world. In this article Steve Johnstone, Portfolio Manager, outlines some of the tools that a flexible global equity market neutral strategy can deploy to try and generate performance in all market environments.

The case for high yield bonds

The case for high yield bonds

Using a combination of eight charts and tables, corporate credit portfolio managers Seth Meyer and Tom Ross consider some of the potential risks and opportunities within the high yield sector of fixed income.

The quantity theory of wealth

The quantity theory of wealth

G7 annual broad money growth is the highest since the 1970s. The consensus argues that this will not be reflected in strong nominal GDP growth and / or rising asset prices because of a faster fall in the velocity of circulation, which has been in trend decline for 50+ years.

Quick view: the MPC maintains its stance

Quick view: the MPC maintains its stance

Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, responds to the MPC’s dovish view on prospects for the UK economy, although risks remain skewed to the downside.

COVID-19: Understanding the science & investment implications (Part 4)

COVID-19: Understanding the science & investment implications (Part 4)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

Warning signs ahead for indebted companies: what are the investment implications?

Warning signs ahead for indebted companies: what are the investment implications?

With many companies facing concerns over liquidity and debt as lockdowns continue, is there a way to distinguish between the winners and losers? Luke Newman, UK equities portfolio manager, gives his thoughts on the opportunities and risks for both long and short investors.

Trading bonds during a time of ferocity and velocity

Trading bonds during a time of ferocity and velocity

Neil Rayner, Head of US Fixed Income Trading, discusses bond liquidity and the challenge of trading in illiquid markets as the COVID-19 coronavirus spreads.

Bridging the gap: credit markets in the COVID crisis

Bridging the gap: credit markets in the COVID crisis

Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, provide an update on the shape of the recovery in corporate bond markets following the virtual heart attack experienced in March.

COVID-19: Understanding the science & investment implications (Part 3)

COVID-19: Understanding the science & investment implications (Part 3)

A new video series from our healthcare team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

Global monetary update: surge exceeds expectations
Global Perspectives

Global monetary update: surge exceeds expectations

The US, China and Japan, among others, have released March monetary data, with Euroland and UK numbers due this week. Global six-month real money growth, on both narrow and broad definitions, is estimated to have risen sharply.

Keep a close eye on the real economy

Keep a close eye on the real economy

Why financial markets should ultimately be focused on the outlook for households in consumption driven economies like the US.

ESG: technology for good

ESG: technology for good

Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.