For financial professionals in the UK

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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

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Global Perspectives Podcast: Technology is enabling sustainability
Global Perspectives

Global Perspectives Podcast: Technology is enabling sustainability

Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. This podcast explores these themes and the investment opportunities.

Will US consumers spend their money stash?
Global Perspectives

Will US consumers spend their money stash?

High household money balances may not signal pent-up consumer demand, argues Simon Ward, Economic Adviser.

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.

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.

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?

Less favourable monetary conditions for markets?
Global Perspectives

Less favourable monetary conditions for markets?

One measure of global “excess” money has recently turned negative, which may signal headwinds for equities and other risk assets, argues Simon Ward, Economic Adviser.

A new “monetarist” forecast for UK inflation – November 2021
Global Perspectives

A new “monetarist” forecast for UK inflation – November 2021

UK inflation is likely to peak at a higher level than the MPC expects but money trends suggest medium-term relief, assuming no additional boost from exchange rate weakness, argues Simon Ward, Economic Adviser.

Global 2022 growth hopes fading fast
Global Perspectives

Global 2022 growth hopes fading fast

October money / inflation data suggest that an economic slowdown will extend through Q2 2022, at least, argues Simon Ward, Economic Adviser.

Is US / Chinese monetary divergence reversing?
Global Perspectives

Is US / Chinese monetary divergence reversing?

Chinese money trends are showing signs of improvement despite the real estate crisis while a US slowdown may extend as a reduction in monetary deficit financing is not fully offset by stronger bank lending, argues Simon Ward, Economic Adviser.

More evidence of excessive stockpiling
Global Perspectives

More evidence of excessive stockpiling

Slowing industrial demand as panic stockbuilding moderates will offset a temporary output boost from supply constraints easing, argues Simon Ward, Economic Adviser.

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.

UK MPC inaction risks sterling inflation boost
Global Perspectives

UK MPC inaction risks sterling inflation boost

The MPC’s communications shambles is of less concern than its continued neglect of monetary trends in setting policy, argues Simon Ward, Economic Adviser.