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Global Perspectives

Global Dividend Index

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

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams 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.

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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?

Can Biotech Bounce Back?

Can Biotech Bounce Back?

For more than a year, biotechnology stocks have been deep in the red, even as medical breakthroughs continue – a disconnect we think is unlikely to last.

From defense to offense in biotech
Quick Views Healthcare

From defense to offense in biotech

Why the beaten-down sector may be worth another look.

Opportunities in healthcare in 2022

Opportunities in healthcare in 2022

COVID-19 has had an outsize influence on healthcare stocks. With the pandemic hopefully retreating, what’s next for the sector?

Emerging markets now fertile ground for innovation

Emerging markets now fertile ground for innovation

While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.

Despite sell-off, health care fundamentals appear strong
Quick Views Healthcare

Despite sell-off, health care fundamentals appear strong

Attractive valuations, continued innovation and an uptick in mergers and acquisitions could help lift the sector.

Drug-pricing reform an uphill battle

Drug-pricing reform an uphill battle

Why the push for government-negotiated drug prices could prove to be a Sisyphean task.

Beating the biotech blues
Quick Views Healthcare

Beating the biotech blues

The 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.

The affordable care act lives on
Quick Views Healthcare

The affordable care act lives on

The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the U.S.

Biopharma’s targeted approach to growth
Quick Views Healthcare

Biopharma’s targeted approach to growth

A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.

Making sense of COVID-19 vaccine IP waivers

Making sense of COVID-19 vaccine IP waivers

Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

Access to medicine – the need for innovation, partnerships and data capture

Access to medicine – the need for innovation, partnerships and data capture

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.