For financial professionals in the UK

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.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

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

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Storing cash

Storing cash

Comparing the maturity profiles on Treasuries with their “risk of loss” history to reach conclusions about where value might lie within shorter maturities.

Inspiring the next generation of female investors and professionals

Inspiring the next generation of female investors and professionals

Why the financial services industry needs to play a role in educating our youth about money and investing.

Global Perspectives Podcast: The high is back in high yield

Global Perspectives Podcast: The high is back in high yield

Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?

The UK’s dovish turn: The £ gets pounded

The UK’s dovish turn: The £ gets pounded

The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.

Inflation: No Rerun of That ’70s Show

Inflation: No Rerun of That ’70s Show

Why we believe inflation is much less rooted than the recent central banker rhetoric would indicate.

China’s trilemma and the renminbi’s fall

China’s trilemma and the renminbi’s fall

The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?

Market volatility amplifies themes in industrials

Market volatility amplifies themes in industrials

Considering long-term themes in industrials during the latest stretch of market volatility.

Earth Day 2022: investing in climate literacy to manage risk

Earth Day 2022: investing in climate literacy to manage risk

The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.

Long-term trends in EM: a growing focus on ESG

Long-term trends in EM: a growing focus on ESG

ESG factors are becoming increasingly important in the analysis of EM companies.

SEC unveils long-awaited climate-related disclosure recommendations

SEC unveils long-awaited climate-related disclosure recommendations

The SEC has proposed new climate-related disclosures for public companies. What are the details?