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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Swap Shop and the sharing economy
Investment Viewpoints

Swap Shop and the sharing economy

John Pattullo, Co-Head of Retail Fixed Income, takes a look at the new sharing economy and its disruptive influence on economic participants. For bond investors, the ramifications are particularly interesting as the sharing economy looks set to exert deflationary forces, which lends support to the view that interest rates could stay lower for longer.

Refusing to play the popular consensus tune

Refusing to play the popular consensus tune

Up until the middle of April, fixed income markets have performed well with strong returns across the board. Jenna Barnard, Co-manager of the Strategic Bond Fund, talks about the surprising convergence in returns, sharing her outlook for the market and where pockets of opportunity lie.

If it rolls, floats or flies — we rarely lend it money

If it rolls, floats or flies — we rarely lend it money

​There is an interesting debate going on in the world of fixed income currently: is high yield credit a cyclical asset class or a structural growth story? John Pattullo, Head of Retail Fixed Income shares his views.

Thematic bond investing

Thematic bond investing

Our philosophy is to invest in core companies in core countries. While the growth outlook looks anaemic in many European countries, we are very selective as to whom, in which industry, and in which country we lend our investors’ capital.

Wot no growth…wot no inflation
Investment Viewpoints

Wot no growth…wot no inflation

John Pattullo, Head of Retail Fixed Income, takes an illuminating look at the factors that are hampering growth and why inflation is relatively contained considering the abundance of central bank monetary easing.