For institutional investors in Peru

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.

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

Navigating market risks in US small-cap growth

Navigating market risks in US small-cap growth

Navigating risks that have emerged in US small-cap growth stocks.

Metaverse: the next big computer revolution

Metaverse: the next big computer revolution

Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.

What to watch for next as investors navigate volatile markets

What to watch for next as investors navigate volatile markets

Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.

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.

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.

Global Perspectives Podcast: How much is stagflation a concern for REITs?

Global Perspectives Podcast: How much is stagflation a concern for REITs?

Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.

Long-term trends in EM: a growing focus on ESG

Long-term trends in EM: a growing focus on ESG

ESG factors are becoming increasingly important in the analysis of EM companies.