For financial professionals in Ireland

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.

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.

Global Dividend Index

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

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Right here, right now: growth opportunities in real estate

Right here, right now: growth opportunities in real estate

Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.

Finding value in each other: active collaboration in equity and bond analysis

Finding value in each other: active collaboration in equity and bond analysis

Seth Meyer and Brent Olson, high yield bond Portfolio Managers, and Nick Schommer, US equity Portfolio Manager, discuss the benefits of collaboration in their equity and bond analysis.

Emerging market equities: same storm, different boats

Emerging market equities: same storm, different boats

The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.

Will US fiscal stimulus drive another jump in money measures?
Global Perspectives

Will US fiscal stimulus drive another jump in money measures?

Renewed monetary strength would increase the risk of a near-term inflation rise becoming entrenched, argues Simon Ward, Economic Adviser.

Keeping it real: interpreting the climb in bond yields

Keeping it real: interpreting the climb in bond yields

The recent steep rise in yields has unsettled markets but Nick Maroutsos and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, believe the Fed and other central banks are in no mood to abandon their accommodative stance.

How are China’s stock markets developing and evolving?

How are China’s stock markets developing and evolving?

China equities portfolio manager May Ling Wee discusses the buoyant initial public offering (IPO) market and the impact of ‘re-shoring’ and rising cross-border flows on Chinese markets.

UK money trends signalling overheating risk
Global Perspectives

UK money trends signalling overheating risk

Monetary financing of the fiscal deficit – revised up significantly for 2021-22 in yesterday’s Budget – threatens a balance of payments blowout and much higher inflation, argues Simon Ward, Economic Adviser.

Is global reflation priced in?
Global Perspectives

Is global reflation priced in?

Changes in economic optimism drive market moves and current bullishness implies limited room for further upgrades, argues Simon Ward, Economic Adviser.

Valuing the improving credit quality in high yield

Valuing the improving credit quality in high yield

Several of our global high yield experts assess the value that rising credit quality could have on high yield spreads.

UK inflation forecast update
Global Perspectives

UK inflation forecast update

Simon Ward, Economic Adviser, sets out the case for expecting UK CPI inflation to overshoot Bank of England and consensus forecasts.

Monetary deficit finance and medium-term inflation
Global Perspectives

Monetary deficit finance and medium-term inflation

Government reliance on banking systems to finance unprecedented peacetime deficits is laying the foundation for a lasting inflation pick-up, argues Simon Ward, Economic Adviser.

COVID variants: The impact on pandemic trajectory & biopharma stocks

COVID variants: The impact on pandemic trajectory & biopharma stocks

Making sense of the latest developments around COVID-19 variants and what investors should consider now.