For financial professionals in Italy

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.

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.

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Natural resources: the nexus of sustainable development and decarbonisation

Natural resources: the nexus of sustainable development and decarbonisation

The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.

ESG: Forks in the road

ESG: Forks in the road

2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.

Despite headwinds, progress continues for US equities

Despite headwinds, progress continues for US equities

Portfolio Manager Jeremiah Buckley sees continued progress in US equities amid the economic recovery.

Sustainable equities: maintain focus on long term secular growth

Sustainable equities: maintain focus on long term secular growth

Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.

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.

Versatility key in navigating new recovery challenges

Versatility key in navigating new recovery challenges

Investor versatility will be key as the economic recovery faces a fresh set of challenges.

Introducing the REITs 3.0 flywheel

Introducing the REITs 3.0 flywheel

Global Property Equities portfolio manager Greg Kuhl discusses the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth can generate value for investors.

Global dividend payouts reach Record Q3 high

Global dividend payouts reach Record Q3 high

Dividends jumped by a record 22% to reach $403.5 billion – an all-time high for the third quarter.

Supply chain crisis fuels insatiable demand for warehouses

Supply chain crisis fuels insatiable demand for warehouses

The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.

Cybersecurity: building a safer online world

Cybersecurity: building a safer online world

Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.

Emerging markets now fertile ground for innovation

Emerging markets now fertile ground for innovation

While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.

Despite sell-off, healthcare fundamentals appear strong

Despite sell-off, healthcare fundamentals appear strong

Like the broader equity market, healthcare stocks experienced bouts of volatility during the third quarter. But attractive valuations, continued innovation and an uptick in merger and acquisitions could help lift the sector, says Portfolio Manager Andy Acker.