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Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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.

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

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More recessionary monetary news

More recessionary monetary news

Sharp slowdowns in nominal money growth in the US / Eurozone suggest that a real money squeeze will extend despite a likely pullback in CPI momentum, argues Simon Ward, Economic Adviser.

Absolute return in an inflationary world

Absolute return in an inflationary world

Portfolio Manager Luke Newman considers the opportunities for equity long/short strategies in a world of higher-than-expected inflation, with persistent supply chain issues and rising energy prices pressuring governments and central banks to shift policy.

ISG Insight: What goes up must come down

ISG Insight: What goes up must come down

Markets have fastened on to some dramatic inflation headlines in recent months but as economic growth comes under pressure is there a risk of policy error?

Why has US money growth slowed?

Why has US money growth slowed?

Treasury “overfunding” of the federal deficit has been a major drag on US money growth but a coming reversal will be offset by Fed QT and a slowdown in bank lending, argues Simon Ward, Economic Adviser.

Recession-consistent real money weakness

Recession-consistent real money weakness

April money / CPI data reinforce gloom about global economic prospects for the remainder of 2022, argues Simon Ward, Economic Adviser.

UK recession now odds-on

UK recession now odds-on

Real money contraction and weakness in other financial variables suggest a 70% probability of a recession in 2022, argues Simon Ward

Monetary relief for bonds?

Monetary relief for bonds?

Global six-month real narrow money growth fell further below industrial output expansion in March but the gap is likely to narrow as CPI and output momentum cool, a development historically associated with a fall in Treasury yields, argues Simon Ward, Economic Adviser.

G7 money trends promising 2023-24 inflation relief

G7 money trends promising 2023-24 inflation relief

Recent monetary trends, if sustained, are consistent with inflation rates returning to target by 2024, argues Simon Ward, Economic Adviser.

Global Perspectives Podcast: How much is stagflation a concern for REITs?

Global Perspectives Podcast: How much is stagflation a concern for REITs?

Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.

Five questions fixed income investors are asking in 2022

Five questions fixed income investors are asking in 2022

Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.

Opposing Forces

Opposing Forces

A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.

Caution Merited in an Increasingly Uncertain Market

Caution Merited in an Increasingly Uncertain Market

Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.