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.

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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.

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.

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.

Healthcare tech: interesting opportunities but beware the hype

Healthcare tech: interesting opportunities but beware the hype

Healthcare technology companies are providing solutions to the rising demand for healthcare, but what are the implications for investors?

Investing in the metaverse – separating hype from reality

Investing in the metaverse – separating hype from reality

The metaverse represents the next major evolution in computing. But where are the real wins occurring?

Opportunities expand as emerging markets evolve

Opportunities expand as emerging markets evolve

How the war in Ukraine has impacted emerging markets (EM) and where we see potential opportunities.

The investment ramifications of a multipolar world

The investment ramifications of a multipolar world

While the push toward globalization lifted nearly all emerging markets 20 years ago, increased localization will likely result in a dispersion of outcomes based on unique country factors.

Inflation’s nuanced impact on innovation in emerging markets

Inflation’s nuanced impact on innovation in emerging markets

Inflation and policy tightening is causing innovative emerging market companies to shift priorities.

Global Perspectives: Opportunities from ESG headwinds

Global Perspectives: Opportunities from ESG headwinds

How energy price inflation is helping to accelerate the adoption of companies providing sustainable solutions.