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

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.

Unlocking value in healthcare stocks

Unlocking value in healthcare stocks

Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of healthcare a boost in 2022.

High yield bonds: looking beneath the bonnet

High yield bonds: looking beneath the bonnet

Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.

Upwardly mobile: credit’s quest for glory

Upwardly mobile: credit’s quest for glory

Fixed income portfolio managers Tom Ross and Tim Winstone explore how a drive to improve among corporate borrowers can have winning results for both companies and investors.

ISG Insight: Markets versus policymakers – who’s in charge?

ISG Insight: Markets versus policymakers – who’s in charge?

Markets have brought forward tightening expectations, but central banks are sticking to the ‘transitory inflation’ line – for now. Our latest ISG Insight considers who has the better handle on the economic outlook?

Introducing the REITs 3.0 flywheel

Introducing the REITs 3.0 flywheel

Global Property Equities portfolio manager Greg Kuhl discusses the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth can generate value for investors.

Global dividend payouts reach Record Q3 high

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.

COP26: reflections, responsibility and legacy

COP26: reflections, responsibility and legacy

In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.

A diversification trilogy: addressing key concerns in portfolios with REITs

A diversification trilogy: addressing key concerns in portfolios with REITs

Can a portfolio allocation to REITs help ease client concerns around market uncertainties?

COP26 week two: coal, carbon-trading and climate change funding

COP26 week two: coal, carbon-trading and climate change funding

During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.

Is decarbonisation an opportunity for emerging markets?

Is decarbonisation an opportunity for emerging markets?

Paul LaCoursiere chairs a World Climate Summit Investment COP panel discussion with academic, business and government experts to discuss the opportunities and challenges that decarbonisation presents across emerging markets.

Equities: Can the cycle roll on?

Equities: Can the cycle roll on?

Why the stock market cycle could continue in 2022, despite inflation pressures, slower growth rates and tighter monetary policy.