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Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

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 risks and opportunities ahead.

Global Dividend Index

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

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COVID Variants: The Impact on Pandemic Trajectory, Biopharma Stocks

COVID Variants: The Impact on Pandemic Trajectory, Biopharma Stocks

Making sense of the latest developments around COVID-19 variants and what investors should consider now.

Healthcare builds momentum

Healthcare builds momentum

Recent achievements in clinical research and the 2020 US election outcome could benefit the health care sector in the coming year, says Portfolio Manager Andy Acker.

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

A look at the future of the ACA following the passing of Supreme Court Justice Ruth Bader Ginsburg and what it means for health care stocks.

Election insights: Healthcare gains an edge

Election insights: Healthcare gains an edge

How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.

Innovation and government aid propel COVID-19 vaccines, biotech sector

Innovation and government aid propel COVID-19 vaccines, biotech sector

New technology and government funding are helping accelerate COVID-19 vaccine development, with potential benefits for the biotech sector over the long term.

COVID-19: Implications of Rising Case Numbers in the US

COVID-19: Implications of Rising Case Numbers in the US

COVID-19 cases are mounting in the U.S. But the dynamics of the outbreak are also changing, with important implications for the next phase of the pandemic.

What a Return to “Normal” Could Mean for Equities

What a Return to “Normal” Could Mean for Equities

In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.

What Will It Take to Reopen the Global Economy?

What Will It Take to Reopen the Global Economy?

An update on vaccines, fatality rates and lessons learned as economies reopen – the latest in a video series on the scientific and investment implications of COVID-19.

COVID-19: Understanding the science & investment implications (Part 5)

COVID-19: Understanding the science & investment implications (Part 5)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

COVID-19: Understanding the science & investment implications (Part 4)

COVID-19: Understanding the science & investment implications (Part 4)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

COVID-19: Understanding the science & investment implications (Part 3)

COVID-19: Understanding the science & investment implications (Part 3)

A new video series from our healthcare team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

How the Crisis Could Solidify Long-Term Investment Themes

How the Crisis Could Solidify Long-Term Investment Themes

Behavioral changes precipitated by the pandemic could help certain companies and sectors emerge from the crisis in a position of relative strength.