For financial professionals in Luxembourg

Global Perspectives

Global Dividend Index

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

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.

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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Commodity indices: The carbon offsetting evolution

Commodity indices: The carbon offsetting evolution

How investors can utilise carbon futures, both as an active tool to help mitigate carbon emissions and as a potential additional source of returns.

Potential opportunities in legacy debt

Potential opportunities in legacy debt

Tim Winstone, corporate credit portfolio manager, considers the potential opportunities created by the approach of a key European Union regulatory deadline for legacy debt at banks.

Equity market “internals” consistent with PMI peak

Equity market “internals” consistent with PMI peak

Sector and style behaviour within equity markets has become more defensive, consistent with a cautionary message for economic prospects from monetary trends, argues Simon Ward, Economic Adviser.

Why we own one of the most carbon intensive stocks in our investment universe

Why we own one of the most carbon intensive stocks in our investment universe

John Bennett and Tom O’Hara, European equities portfolio managers, explain why investing in so-called high ESG risk companies can prove to be beneficial as an active manager.

Chinese money growth still sliding – PBoC policy shift ahead?

Chinese money growth still sliding – PBoC policy shift ahead?

Chinese economic growth has fallen short of forecasts so far in 2021 and monetary trends suggest further weakness without PBoC action, argues Simon Ward, Economic Adviser.

Access to medicine – the need for innovation, partnerships and data capture

Access to medicine – the need for innovation, partnerships and data capture

Olivia Gull, Analyst on the Governance and Responsible Investment Team, examines how pharmaceutical companies are addressing the issue of inequitable access to medicine, specifically in low and middle-income countries.

Global manufacturing PMI peak delayed, relapse still likely
Global Perspectives

Global manufacturing PMI peak delayed, relapse still likely

Further PMI strength in April likely reflects temporary factors and the monetary signal for future direction remains negative, argues Simon Ward, Economic Adviser.

Profits forecasts at risk from waning government support
Global Perspectives

Profits forecasts at risk from waning government support

Corporation taxes may be on the rise but a withdrawal of pandemic-related subsidies is a more immediate threat to profits optimism, argues Simon Ward, Economic Adviser.

Global Sustainable Equity: news and opportunities (April 2021)

Global Sustainable Equity: news and opportunities (April 2021)

Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on 2021 so far and looks ahead to the opportunities in the world of sustainability.

Inflation and property equities – time to get ‘real’

Inflation and property equities – time to get ‘real’

Property equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl discuss the impact of rising expectations for inflation and interest rates on listed real estate.

The market’s tug-of-war

The market’s tug-of-war

Portfolio Manager Doug Rao explains why stock valuations and interest rates are engaged in an ongoing tug-of-war as investors evaluate the potential breadth and depth of the economic recovery.

The ABC’s of ESG

The ABC’s of ESG

ESG (Environmental, Social and Governance) investing has become a central theme across the investment community. Paul LaCoursiere, Head of ESG Investments, introduces the three main categories of ESG investment strategies and explores some of the considerations to be aware of.