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.

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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?

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.

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.

Fixed Income in Retirement Plan Lineups: Spotlight on Diversification

Fixed Income in Retirement Plan Lineups: Spotlight on Diversification

A discussion of how to help ensure adequate diversification among the fixed income options included in plan menus.

Fixed Income in Retirement Plan Lineups: Addressing Overlap

Fixed Income in Retirement Plan Lineups: Addressing Overlap

Addressing the potential for overlap in retirement plan menus in the Core and Core-Plus fixed income categories.

Inflation Worries: Overwrought, or Not?

Inflation Worries: Overwrought, or Not?

The economic reopening has produced concerns around inflation. Our PCS team explains how the real risk might be investors’ tendency to overreact.

The Scarcity of Sustainability and Its Potentially Unsustainable Model Portfolio Risks

The Scarcity of Sustainability and Its Potentially Unsustainable Model Portfolio Risks

A discussion of the unintended risks that may be introduced by a shift to “sustainable” investing and the scarcity of allocation options.

The Reopening Trade Goes International

The Reopening Trade Goes International

How should U.S.-based advisors be considering international stocks in their equity allocations?

Fixed Income Post-Crisis: From Passive to Picky

Fixed Income Post-Crisis: From Passive to Picky

Navigating an increasingly difficult fixed income environment may require a more selective approach.

Navigating Fixed Income’s Inefficient Frontier

Navigating Fixed Income’s Inefficient Frontier

How bond investors may be able to take advantage of fixed income markets’ inefficiencies.

Rethinking Equity Allocations in the Post-Disruption Economy

Rethinking Equity Allocations in the Post-Disruption Economy

Investors may need to reexamine their equity allocations as the economy reopens and market returns broaden in 2021.