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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Equity income investing: key market drivers

Equity income investing: key market drivers

Key market drivers from the first quarter and key themes to watch going forward.

Russia Ukraine market impact – a week on

Russia Ukraine market impact – a week on

A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.

UK equities: The boy who cried wolf?

UK equities: The boy who cried wolf?

Unloved, undervalued, and under-represented. Three words that Portfolio Manager Stephen Payne believes represents UK equities in his view that the UK could offer stronger prospects than other major markets over the next decade.

European equities: will inflation be transitory for longer?

European equities: will inflation be transitory for longer?

John Bennett, Director of European Equities, discusses growth versus value, whether he believes inflation will become more persistent and what this means for European equities.

Consumer revenge – the next stage of the recovery in Europe

Consumer revenge – the next stage of the recovery in Europe

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.

Is this ‘value’ rally for real?

Is this ‘value’ rally for real?

With COVID heralding a dramatic change in government and central bank policy, and the Brexit transition period over, Portfolio Manager Stephen Payne considers the prospects for UK ‘value’ assets in 2021.