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.

Latest Insights

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Right here, right now: growth opportunities in real estate

Right here, right now: growth opportunities in real estate

Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.

Finding value in each other: active collaboration in equity and bond analysis

Finding value in each other: active collaboration in equity and bond analysis

Seth Meyer and Brent Olson, high yield bond Portfolio Managers, and Nick Schommer, US equity Portfolio Manager, discuss the benefits of collaboration in their equity and bond analysis.

Will US fiscal stimulus drive another jump in money measures?
Global Perspectives

Will US fiscal stimulus drive another jump in money measures?

Renewed monetary strength would increase the risk of a near-term inflation rise becoming entrenched, argues Simon Ward, Economic Adviser.

How are China’s stock markets developing and evolving?

How are China’s stock markets developing and evolving?

China equities portfolio manager May Ling Wee discusses the buoyant initial public offering (IPO) market and the impact of ‘re-shoring’ and rising cross-border flows on Chinese markets.

The manic reflation narrative is peaking

The manic reflation narrative is peaking

Reflation has been the hot topic in the markets since the start of the year as inflation expectations have been rising rapidly on prospects of economic recovery. In this webcast, Jenna Barnard and John Pattullo dissect the reflation narrative, sharing their contrarian views on the subject.

UK money trends signalling overheating risk
Global Perspectives

UK money trends signalling overheating risk

Monetary financing of the fiscal deficit – revised up significantly for 2021-22 in yesterday’s Budget – threatens a balance of payments blowout and much higher inflation, argues Simon Ward, Economic Adviser.

Is global reflation priced in?
Global Perspectives

Is global reflation priced in?

Changes in economic optimism drive market moves and current bullishness implies limited room for further upgrades, argues Simon Ward, Economic Adviser.

Taking stock of the mining sector

Taking stock of the mining sector

Tal Lomnitzer discusses the drivers of change in the mining sector and why ESG credentials matter in the move towards a digitised, electrified and fossil fuel-free future.

Resources in 2021: A year of transformation

Resources in 2021: A year of transformation

Portfolio manager Daniel Sullivan discusses what may lie ahead for the mining, energy and agriculture sectors in 2021 and beyond.

Valuing the improving credit quality in high yield

Valuing the improving credit quality in high yield

Several of our global high yield experts assess the value that rising credit quality could have on high yield spreads.

UK inflation forecast update
Global Perspectives

UK inflation forecast update

Simon Ward, Economic Adviser, sets out the case for expecting UK CPI inflation to overshoot Bank of England and consensus forecasts.

Monetary deficit finance and medium-term inflation
Global Perspectives

Monetary deficit finance and medium-term inflation

Government reliance on banking systems to finance unprecedented peacetime deficits is laying the foundation for a lasting inflation pick-up, argues Simon Ward, Economic Adviser.