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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.

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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The market’s tug-of-war
April 2021
Quick Views Growth Equities

The market’s tug-of-war

Portfolio Manager Doug Rao explains why stock valuations and interest rates are engaged in an ongoing tug-of-war as investors evaluate the potential breadth and depth of the economic recovery.

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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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Emerging markets caught in trade winds
October 2020
Investment Viewpoints China Elections Emerging Markets Growth Equities

Emerging markets caught in trade winds

Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.

4 min watch