For Financial Professionals in the US

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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.

Global Dividend Index

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

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.

LATEST INSIGHTS

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Sustainable Investing Gets Active

Sustainable Investing Gets Active

We believe active managers are in a position to drive positive change amid the shift to sustainability.

A Dollar Saved Is a Dollar Earned: The Importance of Financial Lessons from Parents

A Dollar Saved Is a Dollar Earned: The Importance of Financial Lessons from Parents

Research shows that receiving financial education from our parents can lead to improved financial behaviors.

Drug-Pricing Reform an Uphill Battle
Quick Views Healthcare

Drug-Pricing Reform an Uphill Battle

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

Progressing Toward a Sustainable Global Economy

Progressing Toward a Sustainable Global Economy

Why we believe active engagement is key to gauging companies’ progress on addressing environmental and social issues.

In the Transition to Zero Carbon, the Resources Sector Is a Natural Fit

In the Transition to Zero Carbon, the Resources Sector Is a Natural Fit

Natural resources companies will play a key role in the transition to a low-carbon economy.

Sustainable Investing: The Defining Decades

Sustainable Investing: The Defining Decades

A look at the developments that have shaped sustainable investing and the world we live in today.

Back to Basics: Three Steps to Reinvigorate Your Client Relationships

Back to Basics: Three Steps to Reinvigorate Your Client Relationships

Making meaningful connections with clients is the foundation of any successful practice – particularly during times of crisis. Michael Futterman, Head of Knowledge Labs® Professional Development discusses.

REITs: A Diversification Trilogy
Portfolio Construction

REITs: A Diversification Trilogy

Can a portfolio allocation to REITs help ease client concerns around market uncertainties?

Fixed Income in Retirement Plan Lineups: When Traditional Risk Assessment Methods Fall Short

Fixed Income in Retirement Plan Lineups: When Traditional Risk Assessment Methods Fall Short

Why using traditional methods to assess the risks associated with certain diversifying fixed income categories may prove to be problematic.

Banishing Burnout: How to Support Your Team

Banishing Burnout: How to Support Your Team

The roots of burnout run deep but are usually hidden from view, making it difficult to detect in others before it’s too late.

Fixed Income in Retirement Plan Lineups: Gaining a Better Understanding of Specific Risks

Fixed Income in Retirement Plan Lineups: Gaining a Better Understanding of Specific Risks

A discussion of how certain fixed income categories can expose participants to unnecessary risk despite the diversification benefits they might provide.

Understanding the Impact of Delta

Understanding the Impact of Delta

The highly infectious variant of COVID-19 has led to rising case numbers, but we explain why a return to normalcy is still within striking distance.