Global dividends rose to a record $1.66 trillion in 2023, up by 5.0% on an underlying basis.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Investors should look beyond the traditional 'Scope' lenses and instead focus on how the capital they allocate enables emissions.
The Corporate Debt Index is a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.
The more cyclical nature of European equities versus the U.S. and their lower relative valuations may present strong upside potential.
The healthcare sector has proved resilient during past market downturns and may offer growth opportunities regardless of the recession outlook.
After investors had wisely been moving to the short end of the yield curve, intermediate-duration bonds may now be more attractive.
The PCS Team explains why certain trends may prove to be supportive for both investment-grade and high-yield credit in 2023.
Equities, bonds, property – investors had few places to hide in a challenging 2022 for major asset classes. With correlations and volatility likely to remain high, can an allocation to absolute return help to stabilise returns?
The Portfolio Construction and Strategy Team provide a hands-on guide to tackling the challenge of portfolio decarbonisation.
Global Bonds Portfolio Manager Bethany Payne challenges whether the Bank of England can really deliver the interest rate hikes currently priced in by the market.
With index-level valuations high, equity investors should focus on individual companies to generate attractive future returns, Director of Research Matt Peron argues.