For Financial Professionals in the US

Global Perspectives

Global Dividend Index

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

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.

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

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The Root of the Recession Question

The Root of the Recession Question

Is U.S. GDP growth likely to turn negative over the next year?

The (Bond) World Is Flat

The (Bond) World Is Flat

Bond investors can now significantly shorten the duration of their fixed income portfolios without meaningfully sacrificing credit quality or yield.

The Yield Curveball

The Yield Curveball

A look at historical patterns and precedents through which we can view current market challenges.

CLOs: A Novel Addition to the Rising Rate Tool Kit

CLOs: A Novel Addition to the Rising Rate Tool Kit

Financial professionals looking to position client portfolios for rising rates may want to consider shifting a portion of their core bond allocations to CLOs.

Ukraine Investment Considerations: Time in the Market Beats Market-Timing

Ukraine Investment Considerations: Time in the Market Beats Market-Timing

What history can teach us about the potentially costly effects of making drastic portfolio changes during uncertain times.

International Equity: Don’t Narrow Your Range

International Equity: Don’t Narrow Your Range

Why U.S. investors may want to consider broadening their overseas exposure.

Seeking a More Flexible Anchor in Fixed Income

Seeking a More Flexible Anchor in Fixed Income

Why we believe today’s fixed income needs to be more flexible than the rigid passive fixed income anchors of the past.

Mid Caps: A New Center of Gravity in U.S. Equity Portfolios

Mid Caps: A New Center of Gravity in U.S. Equity Portfolios

We believe there is an opportunity to move down in cap size and create a new, lower center of gravity in U.S. equity portfolios.

2022 Trends and Opportunities
Portfolio Construction COVID-19

2022 Trends and Opportunities

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

Redefining Duration
Portfolio Construction

Redefining Duration

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

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.

REITs: A Diversification Trilogy
Portfolio Construction

REITs: A Diversification Trilogy

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