For Financial Professionals in the US

Global Perspectives

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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Other Companies Join Tech Earnings Party

Other Companies Join Tech Earnings Party

Tech stocks are currently positioned to benefit from both secular and cyclical factors.

Global Perspectives: Sustainable Investing in Clean Technologies

Global Perspectives: Sustainable Investing in Clean Technologies

A transformative synchronized investment boom into clean technologies is underway in the U.S. and beyond.

Inflation and Property Equities: Time to Get “Real”

Inflation and Property Equities: Time to Get “Real”

A discussion of the impact of rising inflation and interest rate expectations on listed real estate.

Global Sustainable Equity: News and Opportunities (April 2021)

Global Sustainable Equity: News and Opportunities (April 2021)

Reflecting on 2021 so far and looking ahead to the opportunities in the world of sustainability.

The ABC’s of ESG

The ABC’s of ESG

An overview of the three main categories of ESG investment strategies and considerations to be aware of.

The Market’s Tug-of-War

The Market’s Tug-of-War

The complexities of the economic recovery have led to an ongoing push-pull in equity markets.

Shining a Light on “Hidden ESG” in Smaller Companies

Shining a Light on “Hidden ESG” in Smaller Companies

Why it’s important for investors to look beyond ESG ratings.

Focus on Key Market Drivers as Economies Reopen
Quick Views Coronavirus

Focus on Key Market Drivers as Economies Reopen

Which themes matter most as economies reopen around the globe and green momentum builds.

Powerful Factors May Spark a Rebound in Travel and Leisure

Powerful Factors May Spark a Rebound in Travel and Leisure

Exploring the strong recovery potential for travel and leisure industries as COVID restrictions ease.

Nintendo: Paving the Way for Positive Play

Nintendo: Paving the Way for Positive Play

How Nintendo is putting its stamp on the video gaming industry.

Emerging market equities: China’s “smart” opportunity

Emerging market equities: China’s “smart” opportunity

Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.

Powerful factors coalescing for a rebound in U.S. travel and leisure

Powerful factors coalescing for a rebound in U.S. travel and leisure

Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.