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INSIGHTS

Global Perspectives

Global Dividend Index

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

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

Decarbonisation in EM Index

Perspectives on decarbonisation challenges facing Asia, with examples from China, India and the Republic of Korea.

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

Latest Insights

Will Japan join the tightening party?

Will Japan join the tightening party?

The inflation narrative in Japan is shifting to focus on upside risk. Portfolio manager Ales Koutny considers whether Japan could join other developed market peers in the exit from accommodative policy.

Flattening is not flattering

Flattening is not flattering

The recent flattening of yield curves is incongruous to the beginning of a hiking cycle. The Global Bonds team examines the drivers of these dynamics and the team’s expectations for 2022.

Unlocking value in healthcare stocks

Unlocking value in healthcare stocks

Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of healthcare a boost in 2022.