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.

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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.

COP26 week two: coal, carbon-trading and climate change funding

COP26 week two: coal, carbon-trading and climate change funding

During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.

Is decarbonisation an opportunity for emerging markets?

Is decarbonisation an opportunity for emerging markets?

Paul LaCoursiere chairs a World Climate Summit Investment COP panel discussion with academic, business and government experts to discuss the opportunities and challenges that decarbonisation presents across emerging markets.

More evidence of excessive stockpiling
Global Perspectives

More evidence of excessive stockpiling

Slowing industrial demand as panic stockbuilding moderates will offset a temporary output boost from supply constraints easing, argues Simon Ward, Economic Adviser.

Equities: Can the cycle roll on?

Equities: Can the cycle roll on?

Why the stock market cycle could continue in 2022, despite inflation pressures, slower growth rates and tighter monetary policy.

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.

COP26: “Finance Day” commitments amid greenwashing backlash

COP26: “Finance Day” commitments amid greenwashing backlash

The latter half of week one at COP26 focused on the finance industry’s role in reducing emissions, including potential impending reporting and regulatory requirements.

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.

UK MPC inaction risks sterling inflation boost
Global Perspectives

UK MPC inaction risks sterling inflation boost

The MPC’s communications shambles is of less concern than its continued neglect of monetary trends in setting policy, argues Simon Ward, Economic Adviser.