For institutional investors 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.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

A bird in the hand: are yield returns king again?

A bird in the hand: are yield returns king again?

How high yield fixed income can help to bring defensive characteristics to multi-asset portfolios in a rising rate environment.

Lessons learned: listed REITs’ more prudent approach to leverage

Lessons learned: listed REITs’ more prudent approach to leverage

Listed REITs look compelling given the reduction in leverage, while the longer term, largely fixed rate debt structure reduces exposure to rising rates.

Halftime
Quick Views Volatility

Halftime

Updated strategist predictions for year-end and a look at the growing gap between the market and forecasts.

Global Structured Debt Insight – June 2022

Global Structured Debt Insight – June 2022

The June edition of the Global Structured Debt Insight is available now. This regular publication aims to explore topical themes in structured debt markets and share the team’s thinking on key issues of interest.

Got your back? Europe’s fragmentation problem

Got your back? Europe’s fragmentation problem

All eyes are on the European Central Bank (ECB) in its bid to tame inflation, but could tightening monetary policy at this point usher in different risks? Portfolio manager Bethany Payne considers the ECB’s options.

Investing in the “local for local” economy

Investing in the “local for local” economy

As supply chain troubles persist, more companies are considering reshoring operations – and looking to technology to make the transition possible.

European equities: do not take a binary approach

European equities: do not take a binary approach

Is the worst yet to come for equity investors?

Research in action: the commodities comeback

Research in action: the commodities comeback

A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.

Is all the bad news over for the equity market?

Is all the bad news over for the equity market?

Markets have been gripped by renewed and higher volatility in 2022, but has it turned equities into a buy? Portfolio Manager Oliver Blackbourn considers what current market indicators suggest.

An altered backdrop forces investors to adjust

An altered backdrop forces investors to adjust

Investors must be willing to think differently in a changing market.

Research in action: EVs drive into a new lane for investors

Research in action: EVs drive into a new lane for investors

As demand for electric vehicles (EVs) solidifies, the next big question for investors will be supply.

Fixed income returns in 2022: Have our bonds betrayed us?

Fixed income returns in 2022: Have our bonds betrayed us?

Following a recent drawdown, can U.S. fixed income still fulfil its role in a diversified portfolio?