Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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Strategic Fixed Income: concoction of stress factors

Strategic Fixed Income: concoction of stress factors

​An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views.

(This video was recorded on Tuesday 9 October 2018).

Inflation — the dog that never barks

Inflation — the dog that never barks

​The biggest surprise last year was not only the persistent mis-forecasting of bond yields but also the persistent mis-forecasting of inflation. John Pattullo, Co-Head of Strategic Fixed Income, looks at the underlying causes of why a lot of traditional economic models, assumptions and relationships do not seem to hold in this rather dystopian world in which we live.