For Financial Professionals in the US

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

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 risks and opportunities ahead.

Global Dividend Index

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

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The Inevitable Face-Palm in Market Timing

The Inevitable Face-Palm in Market Timing

The importance of staying the course amid ongoing uncertainty and extreme market swings.

How Stable Is Your Fixed Income?

How Stable Is Your Fixed Income?

Fixed income investors may need to assess whether their portfolio can provide stability given the high likelihood of volatility in the months ahead.

2020 Trends in Investing: Uncertainty Forces Financial Professionals to Reevaluate Asset Allocation

2020 Trends in Investing: Uncertainty Forces Financial Professionals to Reevaluate Asset Allocation

The 2020 Trends in Investing Survey reveals that the pandemic is directly impacting financial advisors’ short-term economic outlook.

Staying the Course through Market Volatility

Staying the Course through Market Volatility

How financial advisors can help clients overcome fear and statement shock during market volatility and stay on track toward long-term goals.

Rebalancing in a Time of Chaos

Rebalancing in a Time of Chaos

Why market-timing impulses should not be the driving force behind portfolio rebalancing.

Unusual or Unacceptable? Interpreting Portfolio Losses in Today’s Market

Unusual or Unacceptable? Interpreting Portfolio Losses in Today’s Market

Amid extreme market turmoil, investors may wonder: Is my portfolio broken, or are these normal losses?

Staying Strategic in Global Fixed Income

Staying Strategic in Global Fixed Income

Nick Maroutsos and Adam Hetts discuss the role of global fixed income strategies in the face of recent market shifts.

When Fixed Income Diversification Becomes “Diworsification”

When Fixed Income Diversification Becomes “Diworsification”

Following a tumultuous August, the PCS team discusses how fixed income diversification may be overcomplicating and hindering portfolios.

Forecast Your Clients’ Needs, Not the Rates Market

Forecast Your Clients’ Needs, Not the Rates Market

Who’s afraid of rising rates? We explore how rate changes may impact a portfolio and discuss the benefits of refocusing on client goals, not rate calls.