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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Beating the biotech blues

Beating the biotech blues

The biotech sector is experiencing its worst period of relative underperformance on record. But some of history’s biggest biotech pains have been followed by memorable gains.

With early-cycle behind us, securities must stand on own merits
Investment Viewpoints

With early-cycle behind us, securities must stand on own merits

With index-level valuations high, equity investors should focus on individual companies to generate attractive future returns, Director of Research Matt Peron argues.

US profits boosted by one-offs
Global Perspectives

US profits boosted by one-offs

US corporate profits have been inflated by stock appreciation, reduced overreporting of depreciation and government subsidies. The consensus forecast for S&P 500 earnings may understate the coming drag as these temporary influences fade.

Eurozone slowdown on track, is real money growth bottoming?
Global Perspectives

Eurozone slowdown on track, is real money growth bottoming?

The Eurozone economy is losing momentum but monetary trends could be at a turning point, argues Simon Ward, Economic Adviser.

China tech sector: evolving regulations, same compelling themes

China tech sector: evolving regulations, same compelling themes

Even as they increase regulatory oversight of the tech sector, Chinese authorities still value the role played by private sector companies in digitising the country’s economy, research analyst Adam Wolfman explains.

Glimmers of hope in Chinese monetary details
Global Perspectives

Glimmers of hope in Chinese monetary details

A recovery in household money growth could be an early signal of improving economic prospects, argues Simon Ward, Economic Adviser.

Why has the UK RPI / CPI inflation gap surged?
Global Perspectives

Why has the UK RPI / CPI inflation gap surged?

The retail prices index is giving a more worrying message about inflationary pressures because it incorporates house prices and has been less affected by changes in basket weights, argues Simon Ward, Economic Adviser.

Growth in the next phase of recovery

Growth in the next phase of recovery

While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.

Climate emergency but the investment industry can make a difference

Climate emergency but the investment industry can make a difference

Amarachi Seery, Sustainability Analyst, sheds some positive light on the latest IPCC Report which outlined the harsh reality of the current state of the climate.

Disappointing July money data
Global Perspectives

Disappointing July money data

Global money growth failed to revive last month, suggesting that an expected H2 economic slowdown will extend into early 2022, argues Simon Ward, Economic Adviser.

Global technology outlook: prioritising company fundamentals

Global technology outlook: prioritising company fundamentals

Portfolio manager Denny Fish sees the current tech rally being guided by earnings results and acknowledgment of the strong positions of leading tech and Internet companies aligned with the themes of the cloud, e-commerce and artificial intelligence.

Global money trends at critical juncture
Global Perspectives

Global money trends at critical juncture

Q3 monetary data will be key for assessing whether a likely near-term global industrial slowdown represents a temporary pause of the beginning of a larger downswing, argues Simon Ward, Economic Adviser.