For professional investors in Mexico

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

The surprising case for natural resources

The surprising case for natural resources

Tal Lomnitzer discusses the strong demand for resources and the diversification merits of a long-term allocation to the asset class.

The impact of war on European energy policy

The impact of war on European energy policy

How is the Russia/Ukraine conflict driving European energy policy and investor opportunity?

Maintaining focus in challenging markets

Maintaining focus in challenging markets

In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.

In accelerating policy normalisation, Fed seeks to reaffirm credibility

In accelerating policy normalisation, Fed seeks to reaffirm credibility

In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.

In accelerating policy normalisation, Fed seeks to reaffirm credibility

In accelerating policy normalisation, Fed seeks to reaffirm credibility

In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.

China’s trilemma and the renminbi’s fall

China’s trilemma and the renminbi’s fall

The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?

Inflation: no rerun of that ’70s show

Inflation: no rerun of that ’70s show

We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.

Amid volatility, healthcare’s appeal grows

Amid volatility, healthcare’s appeal grows

What are the opportunities in the healthcare sector in today’s uncertain financial markets?

Market volatility amplifies themes in industrials

Market volatility amplifies themes in industrials

Considering long-term themes in industrials during the latest stretch of market volatility.

Meeting the need for a sustainable and resilient water system

Meeting the need for a sustainable and resilient water system

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses how businesses are changing the way we use and consume water.

Earth Day 2022: investing in climate literacy to manage risk

Earth Day 2022: investing in climate literacy to manage risk

The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.