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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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Tech + football = a winning partnership

Tech + football = a winning partnership

Portfolio managers Alison Porter, Graeme Clark and Richard Clode delve into how technology is transforming every aspect of football.

A unique recovery: the handoffs commence

A unique recovery: the handoffs commence

Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks

‘Renewable, electric, digital’: the Fourth Industrial Revolution

‘Renewable, electric, digital’: the Fourth Industrial Revolution

Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.

Smartphones on wheels

Smartphones on wheels

There are parallels to be drawn between the growth and evolution of electric vehicles and smartphones, with attractive opportunities for savvy investors, according to Alison Porter, Graeme Clark and Richard Clode.

Secular Tech Themes Still Intact

Secular Tech Themes Still Intact

Powerful secular themes are still the main driver to long-term tech earnings growth.

Other companies join tech earnings party

Other companies join tech earnings party

With an economic recovery underway, cyclical-growth stocks are positioned to join secular-growth companies in propelling tech sector earnings higher over the midterm, states portfolio manager Denny Fish.

Emerging market equities: China’s “smart” opportunity

Emerging market equities: China’s “smart” opportunity

Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.

Technology: solutions for a sustainable future in transport

Technology: solutions for a sustainable future in transport

Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode highlight how technology companies are providing solutions for a future of sustainable transport.

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.

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.

Long-term tech themes set to be powerful drivers in 2021

Long-term tech themes set to be powerful drivers in 2021

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team highlight the rapid acceleration of long-term tech themes this year and explore expectations for 2021.

‘A third way’ to sustain the gig economy

‘A third way’ to sustain the gig economy

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.