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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Breaking down plastic pollution

Breaking down plastic pollution

Exploring the investment considerations for the responsible use of plastic.

Things have changed: the options market suggests monetary tightening to moderate

Things have changed: the options market suggests monetary tightening to moderate

Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.

Evaluating the market impact of the Russia/Ukraine conflict: a multi-asset view

Evaluating the market impact of the Russia/Ukraine conflict: a multi-asset view

Paul O’Connor, Head of the UK-based Multi-Asset Team, addresses the initial market response to events unfolding in Eastern Europe.

Markets hinge on inflation and eventual pace of rate hikes

Markets hinge on inflation and eventual pace of rate hikes

The shift toward tighter monetary policy has been – and likely will continue to be – a dominant theme in financial markets.

Going back to your ‘ex’: The role of Europe ex-UK equities in a UK equity portfolio
Investment Viewpoints

Going back to your ‘ex’: The role of Europe ex-UK equities in a UK equity portfolio

The Portfolio Construction and Strategy Team consider the value of an additional allocation to European equities for UK investors.

Eurozone money trends suggesting recession risk
Global Perspectives

Eurozone money trends suggesting recession risk

Nominal money growth has normalised and real growth is worryingly weak, argues Simon Ward, Economic Adviser.

Russia/Ukraine: Implications from an EM Investment Perspective

Russia/Ukraine: Implications from an EM Investment Perspective

Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.

Monetary indicators still negative
Global Perspectives

Monetary indicators still negative

A market bounce in the event of an easing of geopolitical tensions might prove short-lived unless global real money growth revives, argues Simon Ward, Economic Adviser.

Global technology: taking volatility in stride

Global technology: taking volatility in stride

Recent volatility says little about the tech sector’s intact ability to reshape the global economy.

Global Perspectives Podcast: An extreme hatred of bonds… just or unfair?
Global Perspectives Credit

Global Perspectives Podcast: An extreme hatred of bonds… just or unfair?

Investor positioning still (unfairly) reflects an extreme hatred of bonds.

Hints of US inflation relief
Global Perspectives

Hints of US inflation relief

Money trends are signalling an inflation slowdown with technical downside risk from vehicle prices, argues Simon Ward, Economic Adviser.

A long-haul journey to zero-carbon

A long-haul journey to zero-carbon

Is net zero carbon an achievable goal for the aviation industry? The European Equities Team explore.