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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Alternatives 2022: Has the Bull Gone Far Enough?
Quick Views Annual Outlook

Alternatives 2022: Has the Bull Gone Far Enough?

Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.

Redefining Duration
Portfolio Construction

Redefining Duration

The PCS team breaks down different investor personas and considerations for duration solutions.

REITs: A Diversification Trilogy
Portfolio Construction

REITs: A Diversification Trilogy

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

New Frontiers: Navigating SPACs, IPOs and New Inefficiencies
Quick Views Volatility

New Frontiers: Navigating SPACs, IPOs and New Inefficiencies

From the JHI Global Media Conference: A look at the short-term opportunities created by money flows.

Time to Get Active in ETFs?
Quick Views ETF

Time to Get Active in ETFs?

From the JHI Global Media Conference: Why we believe active ETFs could triple in value over the next four years.

Welcome to Flow World
Quick Views Volatility

Welcome to Flow World

Large-scale trading activity periodically creates short-term dislocations that may present investment opportunities.

How the Return to “Normal” Could Reshape Markets

How the Return to “Normal” Could Reshape Markets

Options prices signal that the global economy’s reopening could mark the beginning of a shift in long-term market trends, says Head of Global Asset Allocation Ashwin Alankar.

Diversified Alternatives: Adapt and Evolve

Diversified Alternatives: Adapt and Evolve

David Elms, Head of Diversified Alternatives, argues for new thinking for investors’ portfolios in 2021, following a year in which the pandemic posed unfamiliar challenges for industries.

How Do Tech IPOs Perform in Their First Year?
Global Perspectives

How Do Tech IPOs Perform in Their First Year?

Aneet Chachra, portfolio manager within the Alternatives team, takes a quantitative look at US tech initial public offerings (IPOs) and how they have historically performed post-launch.

Money for Nothing, Right Tails for Free
Global Perspectives

Money for Nothing, Right Tails for Free

Aneet Chachra, portfolio manager within the Diversified Alternatives team, looks at the disconnect between share valuations and option market pricing and what this might imply for European equities.