For professional investors in Brazil

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.

Latest Insights

Multi-asset in 2022: Prepare for all seasons

Multi-asset in 2022: Prepare for all seasons

Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.

Emerging Market Debt: A pivotal year for China

Emerging Market Debt: A pivotal year for China

Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.

US fixed income: finding a balance in rates and inflation

US fixed income: finding a balance in rates and inflation

Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.

ESG: Forks in the road

ESG: Forks in the road

2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.

Alternatives 2022: has the bull gone far enough?

Alternatives 2022: has the bull gone far enough?

Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.

Secured Credit: 2022 – year of the ‘carry’?

Secured Credit: 2022 – year of the ‘carry’?

What is in store for secured credit markets in 2022? Colin Fleury, Head of Secured Credit, shares his views.

Despite headwinds, progress continues for US equities

Despite headwinds, progress continues for US equities

Portfolio Manager Jeremiah Buckley sees continued progress in US equities amid the economic recovery.

Sustainable equities: maintain focus on long term secular growth

Sustainable equities: maintain focus on long term secular growth

Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.

Emerging market equities: balancing the promise of innovation with the risk of inflation

Emerging market equities: balancing the promise of innovation with the risk of inflation

The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.

Global property equities: evolving for the better into 2022 and beyond

Global property equities: evolving for the better into 2022 and beyond

The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.

Fixed Income: The last hurrah

Fixed Income: The last hurrah

The lagged impact of policy largesse should initially drive earnings and inflation, but as 2022 progresses, a more familiar picture will likely emerge.

Strategic Fixed Income: a more fertile environment for bond returns

Strategic Fixed Income: a more fertile environment for bond returns

Jenna Barnard and John Pattullo believe developed market government bonds have a surprise in store in 2022.