For financial professionals in Italy

Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Global Dividend Index

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

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

Latest Insights

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High yield bonds: looking beneath the bonnet

High yield bonds: looking beneath the bonnet

Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.

Upwardly mobile: credit’s quest for glory

Upwardly mobile: credit’s quest for glory

Fixed income portfolio managers Tom Ross and Tim Winstone explore how a drive to improve among corporate borrowers can have winning results for both companies and investors.

ISG Insight: Markets versus policymakers – who’s in charge?

ISG Insight: Markets versus policymakers – who’s in charge?

Markets have brought forward tightening expectations, but central banks are sticking to the ‘transitory inflation’ line – for now. Our latest ISG Insight considers who has the better handle on the economic outlook?

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.

Less favourable monetary conditions for markets?
Global Perspectives

Less favourable monetary conditions for markets?

One measure of global “excess” money has recently turned negative, which may signal headwinds for equities and other risk assets, argues Simon Ward, Economic Adviser.

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.

A new “monetarist” forecast for UK inflation – November 2021
Global Perspectives

A new “monetarist” forecast for UK inflation – November 2021

UK inflation is likely to peak at a higher level than the MPC expects but money trends suggest medium-term relief, assuming no additional boost from exchange rate weakness, argues Simon Ward, Economic Adviser.

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.

Global 2022 growth hopes fading fast
Global Perspectives

Global 2022 growth hopes fading fast

October money / inflation data suggest that an economic slowdown will extend through Q2 2022, at least, argues Simon Ward, Economic Adviser.

COP26: reflections, responsibility and legacy

COP26: reflections, responsibility and legacy

In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.

A diversification trilogy: addressing key concerns in portfolios with REITs

A diversification trilogy: addressing key concerns in portfolios with REITs

Can a portfolio allocation to REITs help ease client concerns around market uncertainties?

Is US / Chinese monetary divergence reversing?
Global Perspectives

Is US / Chinese monetary divergence reversing?

Chinese money trends are showing signs of improvement despite the real estate crisis while a US slowdown may extend as a reduction in monetary deficit financing is not fully offset by stronger bank lending, argues Simon Ward, Economic Adviser.