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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A Blue Wave or a Blue Swell?

A Blue Wave or a Blue Swell?

With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.

Peach State Run-Off Could Herald a Light-Blue Wave for U.S. Politics
Quick Views Elections

Peach State Run-Off Could Herald a Light-Blue Wave for U.S. Politics

Considering the ramifications of a potentially seismic political result.

Inflation: Is This the Real Thing? Is This Just Fantasy?

Inflation: Is This the Real Thing? Is This Just Fantasy?

Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.

Hardly a Stoic Fed

Hardly a Stoic Fed

The Federal Reserve declined to expand accommodative policy measures, but the decision does not suggest the central bank is backing off from supporting the economic recovery.

Technology Fuels Long-Term Growth Prospects for Manufacturing

Technology Fuels Long-Term Growth Prospects for Manufacturing

While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.

Investing in Diversity: Analyzing the Investment Risks and Opportunities

Investing in Diversity: Analyzing the Investment Risks and Opportunities

A discussion on the importance of diversity and inclusion from an investment perspective.

Can a Broader Recovery Spur a Value Rotation?

Can a Broader Recovery Spur a Value Rotation?

A discussion of recent positive developments that may spur a broader economic recovery and a rotation into value stocks.

Sustainable Design in Consumer Products

Sustainable Design in Consumer Products

An in-depth look at the role of sustainability in consumer products.

Analyzing the Outlook for Global Dividends
Quick Views Coronavirus Dividends

Analyzing the Outlook for Global Dividends

An update on some of the dividend trends we are seeing within the world of equity income.

Evaluating Stocks as Growth Continues to Grow
Quick Views Growth Equities

Evaluating Stocks as Growth Continues to Grow

Evaluating growth stocks in the face of concentrated market leadership.

A Mostly Benign Outlook for U.S. Inflation

A Mostly Benign Outlook for U.S. Inflation

Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.

COVID-19 Vaccine Beats Expectations
Quick Views Coronavirus Healthcare

COVID-19 Vaccine Beats Expectations

How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.