For individual investors in the UK

Global Perspectives

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.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

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Fed to the market: one step closer

Fed to the market: one step closer

With an initial rate hike just around the corner, attention now turns to how the Federal Reserve will manage its balance sheet reduction.

Global equities: balancing a broadening recovery with inflation concerns

Global equities: balancing a broadening recovery with inflation concerns

The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.

Fed Up? The fallout from overly sweetened monetary policy
Quick Views Interest rates

Fed Up? The fallout from overly sweetened monetary policy

Portfolio Managers Dan Siluk and Jason England believe that the tide may have turned and that financial markets are forcing the hands of global central banks to react to brewing inflation.

Global dividend payouts reach Record Q3 high

Global dividend payouts reach Record Q3 high

Dividends jumped by a record 22% to reach $403.5 billion – an all-time high for the third quarter.

COP26: reflections, responsibility and legacy

COP26: reflections, responsibility and legacy

In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.

COP26 week two: coal, carbon-trading and climate change funding

COP26 week two: coal, carbon-trading and climate change funding

During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.

COP26: “Finance Day” commitments amid greenwashing backlash

COP26: “Finance Day” commitments amid greenwashing backlash

The latter half of week one at COP26 focused on the finance industry’s role in reducing emissions, including potential impending reporting and regulatory requirements.

COP26: Deforestation, Methane Emissions and Decarbonization in Focus

COP26: Deforestation, Methane Emissions and Decarbonization in Focus

COP26 so far has seen a focus on deforestation, the reduction of methane emissions and decarbonization of steel production and coal usage

COP26: what it is and why it matters

COP26: what it is and why it matters

Why this year’s conference has been given such high attention from the media and our clients, who plans to be there, and why it matters.

Sustainable investing gets active

Sustainable investing gets active

We believe active managers are in a position to drive positive change amid the shift to sustainability.

The taper is (almost) here: what it means for bond investors
Quick Views Interest rates

The taper is (almost) here: what it means for bond investors

The imminent arrival of tapering by the US Federal Reserve amplifies challenges facing bond investors.

The Case for Alternatives in a Buoyant Market

The Case for Alternatives in a Buoyant Market

After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.