For financial professionals in Italy

Global Perspectives

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 outlook for large cap US growth equities through renewed volatility

The outlook for large cap US growth equities through renewed volatility

While bouts of market volatility are likely to continue amid divergent macroeconomic themes, Portfolio Manager Doug Rao remains constructive on the prospects for growth in the coming year.

Global equities: balancing a broadening recovery with inflation concerns

Global equities: balancing a broadening recovery with inflation concerns

The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.

US broad money still growing too fast
Global Perspectives

US broad money still growing too fast

Inflation relief lies ahead but full “normalisation” is unlikely without a further monetary slowdown, argues Simon Ward, Economic Adviser.

The necessity of yield in 2022

The necessity of yield in 2022

Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.

Chinese monetary data mixed but hopeful
Global Perspectives

Chinese monetary data mixed but hopeful

Stronger broad money growth suggests improving economic prospects for 2022 assuming, reasonably, that the authorities are able to stabilise the property sector, argues Simon Ward, Economic Adviser.

Global tech: driven by strength of secular themes in the real world and beyond

Global tech: driven by strength of secular themes in the real world and beyond

Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.

European Equities: stay the course in 2022

European Equities: stay the course in 2022

Could value be where the opportunity lies in European equities in 2022?

Euro investment grade: A test of discipline in 2022

Euro investment grade: A test of discipline in 2022

Tim Winstone, corporate credit manager, discusses how a cautious and steady approach to steering through 2022 makes sense for both the European Central Bank (ECB) and investors.

Absolute return investing: take care not to trip on the road to normality
Investment Viewpoints

Absolute return investing: take care not to trip on the road to normality

Luke Newman considers whether the risk of a policy misstep is the biggest problem for markets in 2022.

Fed Up? The fallout from overly sweetened monetary policy
Quick Views Interest rates

Fed Up? The fallout from overly sweetened monetary policy

Portfolio Managers Dan Siluk and Jason England believe that the tide may have turned and that financial markets are forcing the hands of global central banks to react to brewing inflation.

Multi-asset in 2022: Prepare for all seasons

Multi-asset in 2022: Prepare for all seasons

Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.

Emerging Market Debt: A pivotal year for China

Emerging Market Debt: A pivotal year for China

Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.