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

Subscribe for relevant insights delivered straight to your inbox

Love and Legacy: Do Children’s Affections Impact Parents’ Bequest Intentions?

Love and Legacy: Do Children’s Affections Impact Parents’ Bequest Intentions?

The findings from a study on bequest intentions has important implications for financial professionals assisting clients with wealth transfer.

Fed to the Market: One Step Closer
Quick Views Macroeconomics

Fed to the Market: One Step Closer

With an initial rate hike just around the corner, attention now turns to how the Federal Reserve will manage its balance sheet reduction.

A [Financial] New Year’s Resolution You Can Stick With

A [Financial] New Year’s Resolution You Can Stick With

Instead of the usual physical health-related resolutions, why not consider resolving to perform a financial health check-up?

Global Sustainable Equity: News and Opportunities

Global Sustainable Equity: News and Opportunities

Reflecting on the last quarter of 2021 and looking ahead to the opportunities in the world of sustainability.

2022 Trends and Opportunities
Portfolio Construction COVID-19

2022 Trends and Opportunities

Reflation and Inflation: A Survival Guide for An(other) Unprecedented Year

Plan Talk: Best of 2021

Plan Talk: Best of 2021

A recap of 2021 highlights from the world of defined contribution.

ESG 101: Why Should You Care? Client Support for Today and the Future

ESG 101: Why Should You Care? Client Support for Today and the Future

Why financial professionals should care about ESG and how various styles of ESG investing can be used to suit different client needs.

UK Equities – The Ultimate Value Market?
Quick Views Annual Outlook

UK Equities – The Ultimate Value Market?

Why undervalued UK stocks have never looked more compelling.

With Pause Extended, It’s Still Time to Get Your Student Loans in Order

With Pause Extended, It’s Still Time to Get Your Student Loans in Order

The pause on student loan payments was extended through May 1, but borrowers would be wise to make sure their loans are in order now.

Flattening Is Not Flattering

Flattening Is Not Flattering

The recent flattening of yield curves is incongruous to the beginning of a hiking cycle.

Stress Eating Hamburger Helper, and Other Strategies for Coping with Inflation

Stress Eating Hamburger Helper, and Other Strategies for Coping with Inflation

Simple steps to help ease the stress and stretch your dollar amid this hopefully temporary inflation spike.

Global Perspectives: A Contrarian Approach through the COVID Recovery

Global Perspectives: A Contrarian Approach through the COVID Recovery

A discussion of the unique aspects of the COVID investment environment.