For financial professionals in Italy

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

Health care’s innovation shifts into high gear

Health care’s innovation shifts into high gear

Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.

ISG Insight – Bond market riot: Rates are rising but is it sustainable?

ISG Insight – Bond market riot: Rates are rising but is it sustainable?

What began as a gradual climb in nominal yields from the summer accelerated in February. Moves of this speed are rare, so we dedicated an ISG meeting to ask why global yield curves have steepened so quickly and what the implications are for fixed income asset allocation.

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.

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.

A step closer to a digital future

A step closer to a digital future

Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.

Optimism for a renewed focus on fundamentals in small- and mid-cap growth

Optimism for a renewed focus on fundamentals in small- and mid-cap growth

Portfolio manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.

Value rotation represents a style change for 2021

Value rotation represents a style change for 2021

Portfolio Manager Luke Newman highlights the distinct challenges the pandemic posed in 2020 and considers the prospects for absolute return in the months ahead.

Technology fuels long-term growth prospects for US manufacturing

Technology fuels long-term growth prospects for US manufacturing

While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.

Credit light cuts through the income darkness

Credit light cuts through the income darkness

Jenna Barnard and John Pattullo explain how credit markets navigated COVID with relative ease and why corporate bonds remain in the sweet spot for 2021.

Sustainable equities: the future is green and digital

Sustainable equities: the future is green and digital

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.

ISG Insight: a mostly benign outlook for US inflation

ISG Insight: a mostly benign outlook for US inflation

The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Jim Cielinski, Global Head of Fixed Income, and Andrew Mulliner, Head of Global Aggregate Strategies, both members of the Fixed Income Investment Strategy Group (ISG)*, explain why they do not see significant risks of sustained higher inflation materialising in the next few years, though caution that short-term spikes are possible and investors should evaluate the diversity that their fixed income portfolios provide.

A potential turning point in the battle against COVID-19

A potential turning point in the battle against COVID-19

Delivering better-than-expected trial data, a vaccine candidate from Pfizer and BioNTech could mark the beginning of the end of the pandemic and boost confidence in an economic recovery, now underway.