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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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Olivia Gull, Analyst on the Governance and Responsible Investment Team, examines how pharmaceutical companies are addressing the issue of inequitable access to medicine, specifically in low and middle-income countries.
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.
The complexities of the economic recovery have led to an ongoing push-pull in equity markets.
Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.
Can value continue to lead through a broader economic recovery?
Negative real yields have punished savers for much of the past decade.
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.
Coming out of the global pandemic, oil and gas could see one more upcycle even as renewables gain market share.
Assessing the benefits of active collaboration in stock and bond analysis.
A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.