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

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.

2022 – optimal conditions for a liquid alternative toolset?

2022 – optimal conditions for a liquid alternative toolset?

How can a multi-strategy approach to using liquid alternatives help to improve diversification and complement traditional asset class allocations?

Keep calm and (commodity) carry on

Keep calm and (commodity) carry on

Volatility and noise in financial markets increased markedly in the first quarter of 2022. Can investors find a useful signal in commodity markets that can shed some light in a somewhat uncertain world?

Quality value in Europe – a change in direction for the new investment cycle

Quality value in Europe – a change in direction for the new investment cycle

With inflation and political tensions rising, global trade becoming more difficult and ultimately a likely increase in interest rates, is there a new dawn on the horizon for European value stocks?

Beating the biotech blues

Beating the biotech blues

The biotech sector is experiencing its worst period of relative underperformance on record. But some of history’s biggest biotech pains have been followed by memorable gains.

Is this ‘value’ rally for real?

Is this ‘value’ rally for real?

With COVID heralding a dramatic change in government and central bank policy, and the Brexit transition period over, Portfolio Manager Stephen Payne considers the prospects for UK ‘value’ assets in 2021.