For individual investors in Luxembourg
MARKET GPS 2022 INVESTMENT OUTLOOK: A NEW BALANCING ACT
How should investors prepare for 2022? Set the course with our Market GPS Investment Outlook
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
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.
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.
Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.
Portfolio manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.
Portfolio Manager Doug Rao explains the current dynamic in large cap growth equities and evaluates the outlook moving forward.
Jamie Ross, European equities portfolio manager, argues that a disciplined, balanced approach is key to this asset class in 2021.
John Bennett, Director of European Equities, shares his view on the outlook for European equities in 2021.
Adrienn Sarandi explains the Global Corporate Credit Team’s views on evolving ESG trends, how ESG analysis is best integrated into credit investment processes and key questions currently being asked by investors.
Tim Winstone, corporate credit portfolio manager, sees reduced bond issuance, ongoing policy support and a recovering economy helping to underpin euro investment grade bonds in 2021.
Andrew Gillan, Head of Asia ex Japan Equities, reviews what has been an eventful year for Asian markets and discusses how his portfolios are positioned for uncertainty in 2021
Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities and why an active, selective approach could be the most rewarding.
Jenna Barnard and John Pattullo explain how credit markets navigated COVID with relative ease and why corporate bonds remain in the sweet spot for 2021.