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 markets and opportunities ahead.

Global Dividend Index

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

LATEST INSIGHTS

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Focus on Key Market Drivers as Economies Reopen

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.

How to Effectively Engage Female Clients in the Virtual World

How to Effectively Engage Female Clients in the Virtual World

Are financial professionals prepared to engage and retain female investors as clients?

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.

Health care’s innovation shifts into high gear

Health care’s innovation shifts into high gear

Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.

Will the Value Rotation Continue Through a Broader Economic Recovery?

Will the Value Rotation Continue Through a Broader Economic Recovery?

Can value continue to lead through a broader economic recovery?

Right Here, Right Now: Growth Opportunities in Real Estate

Right Here, Right Now: Growth Opportunities in Real Estate

Assessing opportunities created by the “reopening rotation” trade in REITs.

Keeping It Real: Interpreting the Climb in Bond Yields

Keeping It Real: Interpreting the Climb in Bond Yields

The recent steep rise in yields has unsettled markets.

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.

Emerging Market Equities: Same Storm, Different Boats

Emerging Market Equities: Same Storm, Different Boats

The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.

Giving Savers a Chance in Short-Duration Fixed Income

Giving Savers a Chance in Short-Duration Fixed Income

Negative real yields have punished savers for much of the past decade.

How Are China’s Stock Markets Developing and Evolving?
Quick Views China Coronavirus

How Are China’s Stock Markets Developing and Evolving?

The impact of “re-shoring” and rising cross-border flows on Chinese markets.