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.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Go with the flow

Go with the flow

Can fixed income continue to offer stability through the storm? We think flows will likely determine how the asset class fares in 2021.

What does the economic recovery mean for equities in 2021?

What does the economic recovery mean for equities in 2021?

Are the key components in place to support equity markets in 2021? We explore the backdrop and what could derail an otherwise positive outlook.

2021: Volatility likely, surprises fewer

2021: Volatility likely, surprises fewer

Exceptional monetary policy and macro uncertainty mean the rules are changing. Is 2021 the time to look beyond traditional investment approaches?

Into the fog of uncertainty

Into the fog of uncertainty

What visibility is there for investors right now? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to the fourth quarter of 2020 and beyond, summarising his latest thoughts on COVID-19, Brexit and the upcoming US election.

Keep the seatbelts fastened

Keep the seatbelts fastened

Paul O’Connor, Head of the UK-based Multi-Asset Team, gauges the potential for a sustained cross-asset recovery as the world adapts to a new paradigm, one where COVID-19 remains a persistent risk factor for investors.

UK Absolute Return: flexibility is the tool of choice for 2020

UK Absolute Return: flexibility is the tool of choice for 2020

Luke Newman, portfolio manager on the UK Absolute Return strategy, gives his thoughts on UK markets as we move further into 2020, outlining key issues to note – both macroeconomic and political – that are likely to have an impact on share prices in the months ahead.

Should investors aim high in 2020?

Should investors aim high in 2020?

Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds in 2020.

Global prospects 2020: a game of two halves

Global prospects 2020: a game of two halves

Andrew Mulliner, Portfolio Manager within Global bonds, believes that 2020 will prove to be a year of two halves with a rosier outlook likely later in the year. He cautions, however, that attractive opportunities might be harder to come by given downside risks such as a re-escalation of trade wars and uncertainty from the US elections.

Room to grow? The outlook for US equities late in the cycle

Room to grow? The outlook for US equities late in the cycle

US multi-asset managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.

Multi-asset 2020 outlook: Climbing the wall of worry

Multi-asset 2020 outlook: Climbing the wall of worry

Paul O’Connor, Head of the UK Multi-Asset Team, considers whether or not markets can continue to defy gravity in 2020, as we move into a post-stimulus era.

Fed policy to cast a shadow over 2020

Fed policy to cast a shadow over 2020

Co-Head of Global Bonds Nick Maroutsos identifies the opportunities and risks he sees for fixed income investors in 2020 as the US Federal Reserve’s near-term policy path remains far from certain.

Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?

Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?

Will 2019 be considered the last hurrah? Could 2020 mark the beginning of a new era of volatility for global markets? David Elms, Head of Diversified Alternatives, gives some insight into where he sees the most attractive areas of opportunity, and what this might mean for investors.