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Disruption and innovation are accelerating. We help you harness the power of change.
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
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Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.
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How REITs fared through the pandemic and how they are positioned as economies reopen.
Paul O’Connor, Head of the UK-based Multi Asset Team, considers the prospects for markets as the global recovery gathers momentum and economies begin to reopen.
Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.
Amid political change and economic recovery, what is the outlook for the defense industry?
Powerful secular themes are still the main driver to long-term tech earnings growth.
In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.
Head of U.S. Fixed Income Greg Wilensky shares his thoughts on today’s employment report and why it doesn’t change our long-term outlook.
Though risks remain, we expect an accelerating and broadening economic recovery in 2021.
Tech stocks are currently positioned to benefit from both secular and cyclical factors.
A recap and discussion of three significant economic events from the past 24 hours.
Where to find opportunities to harvest higher yields with lower sensitivity to rising interest rates.
The complexities of the economic recovery have led to an ongoing push-pull in equity markets.