For individual investors in Luxembourg

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.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

Latest Insights

The fog of war: a multi-asset view

The fog of war: a multi-asset view

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.

One Down, Three to Go

One Down, Three to Go

Updated strategist predictions for 2022 and a look at the relationship between first quarter and rest of year returns.

How do ESG factors impact valuations within the technology sector?

How do ESG factors impact valuations within the technology sector?

Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.

Can Biotech Bounce Back?

Can Biotech Bounce Back?

For more than a year, biotechnology stocks have been deep in the red, even as medical breakthroughs continue – a disconnect we think is unlikely to last.

An Investor’s China Conundrum

An Investor’s China Conundrum

While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.

The domino effect: Russia, Ukraine and the rest of EM

The domino effect: Russia, Ukraine and the rest of EM

While Russia is being distanced from the EM universe through exclusion from debt and equity indices, its role as a key commodity exporter will have far-reaching effects across emerging markets that investors need to consider.

What do higher oil prices mean for the energy sector?

What do higher oil prices mean for the energy sector?

The Russia/Ukraine conflict has highlighted the tight supply/demand balance for global crude, with important implications for energy stocks.

Long-term trends in EM: opportunity & impact through innovation

Long-term trends in EM: opportunity & impact through innovation

How the pace of innovation is expanding within emerging markets, particularly in technology, finance and health care.

A tale of two hikes

A tale of two hikes

Two central banks both have clear intentions to hike interest rates. So why the difference in tone?

Long-term trends in EM: taking the lead in innovation

Long-term trends in EM: taking the lead in innovation

How innovation is evolving in emerging markets as EM companies adopt a leading role in major global innovation themes.

Another step towards policy tightening – with a caveat

Another step towards policy tightening – with a caveat

Cautioning against classifying the Fed’s interest rate ‘liftoff’ decision as being unequivocally hawkish.