For professional investors in Mexico

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
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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

Divergent emerging market outcomes in an uneven recovery
February 2022
Global Perspectives COVID-19 Credit Emerging Markets Investment Outlooks

Divergent emerging market outcomes in an uneven recovery

Portfolio managers and emerging market debt specialists Jennifer James and Ales Koutny analyse emerging market (EM) country fundamentals and consider how they influence opportunities for investors.

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Will Japan join the tightening party?
February 2022
Quick Views COVID-19 Interest Rates

Will Japan join the tightening party?

The inflation narrative in Japan is shifting to focus on upside risk. Portfolio manager Ales Koutny considers whether Japan could join other developed market peers in the exit from accommodative policy.

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Opportunities in healthcare in 2022
February 2022
Investment Viewpoints COVID-19 Healthcare

Opportunities in healthcare in 2022

COVID-19 has had an outsize influence on healthcare stocks. With the pandemic hopefully retreating, what’s next for the sector?

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Flattening is not flattering
January 2022
Quick Views Annual Outlook COVID-19 Interest Rates

Flattening is not flattering

The recent flattening of yield curves is incongruous to the beginning of a hiking cycle. The Global Bonds team examines the drivers of these dynamics and the team’s expectations for 2022.

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Unlocking value in healthcare stocks
December 2021
Investment Viewpoints Annual Outlook COVID-19

Unlocking value in healthcare stocks

Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of healthcare a boost in 2022.

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