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Global Perspectives

Corporate Debt Index

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

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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Powerful factors coalescing for a rebound in U.S. travel and leisure
April 2021
Global Perspectives Growth Equities Volatility

Powerful factors coalescing for a rebound in U.S. travel and leisure

Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.

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Evaluating stocks as growth continues to grow
November 2020
Investment Viewpoints Growth Equities

Evaluating stocks as growth continues to grow

Portfolio Manager Doug Rao discusses the phenomenon of concentrated market leadership and what that means for long-term investors.

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The highly rational – and sometimes slightly less rational – world of tech investing
October 2020

The highly rational – and sometimes slightly less rational – world of tech investing

Global Technology and Innovation Portfolio Manager Denny Fish argues that a long view is essential for maximizing the opportunity presented by the forces driving the transition to a digital global economy.

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First in first out of COVID, how has China fared?
August 2020
Investment Viewpoints China Growth Equities

First in first out of COVID, how has China fared?

May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year, the implications on portfolio performance and the outlook for the rest of the year.

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How has the coronavirus impacted Asian equities so far?
April 2020
Investment Viewpoints Coronavirus Growth Equities

How has the coronavirus impacted Asian equities so far?

Andrew Gillan, Head of Asia ex Japan Equities and portfolio manager for Asian growth equities, provides an update on how the region has fared during the coronavirus crisis and the implications on portfolio positioning.

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