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.

Global Dividend Index

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

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.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

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Navigating market risks in US small-cap growth

Navigating market risks in US small-cap growth

Navigating risks that have emerged in US small-cap growth stocks.

What to watch for next as investors navigate volatile markets

What to watch for next as investors navigate volatile markets

Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.

The UK’s dovish turn: The £ gets pounded

The UK’s dovish turn: The £ gets pounded

The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.

Maintaining focus in challenging markets

Maintaining focus in challenging markets

In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.

In accelerating policy normalisation, Fed seeks to reaffirm credibility

In accelerating policy normalisation, Fed seeks to reaffirm credibility

In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.

In accelerating policy normalisation, Fed seeks to reaffirm credibility

In accelerating policy normalisation, Fed seeks to reaffirm credibility

In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.

Inflation: No Rerun of That ’70s Show

Inflation: No Rerun of That ’70s Show

Why we believe inflation is much less rooted than the recent central banker rhetoric would indicate.

Inflation: no rerun of that ’70s show

Inflation: no rerun of that ’70s show

We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.

Global Perspectives Podcast: How much is stagflation a concern for REITs?

Global Perspectives Podcast: How much is stagflation a concern for REITs?

Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.

Opposing Forces

Opposing Forces

A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.

Caution Merited in an Increasingly Uncertain Market

Caution Merited in an Increasingly Uncertain Market

Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.