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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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.

Absolute Return Fixed Income: The bumpy return of duration risk

Absolute Return Fixed Income: The bumpy return of duration risk

Facing structurally higher interest rates, bond investors must again prioritize duration risk.

Credit’s response as the policy brakes tighten

Credit’s response as the policy brakes tighten

As central banks seek to put the brakes on higher inflation, how is this affecting credit markets?

Walking the QT tightrope

Walking the QT tightrope

Supporting actors don’t usually steal the show, but quantitative tightening has a disruptive reputation.

Damage control: has the Fed learned its lesson?

Damage control: has the Fed learned its lesson?

Taking cues from the market, the Fed gave a nod to inflation reality by raising policy rates by three-quarters of a percentage point.

Multi-asset outlook Q2 2022 – This is going to hurt

Multi-asset outlook Q2 2022 – This is going to hurt

Paul O’Connor discusses the looming likelihood of recession in the near future.

An opportunity from dispersion in Europe?

An opportunity from dispersion in Europe?

While the ECB is focused on gradually pressing the brakes to tame inflation, its exit from quantitative easing will continue to shape credit markets and create opportunities and risks for investors.

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.

Absolute return in an inflationary world

Absolute return in an inflationary world

Portfolio Manager Luke Newman considers the opportunities for equity long/short strategies in a world of higher-than-expected inflation, with persistent supply chain issues and rising energy prices pressuring governments and central banks to shift policy.

Investing through a paradigm shift in US mid-cap growth

Investing through a paradigm shift in US mid-cap growth

What a fundamentally changed market could mean for US mid-cap growth investors.