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.

LATEST INSIGHTS

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The Semiconductor Shortage: Why More than Tech Investors Should Care

The Semiconductor Shortage: Why More than Tech Investors Should Care

The current semiconductor shortage may be more pervasive and longer-lasting than many expect.

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

The ability to navigate the pandemic and harness innovation are key drivers for emerging market equities growth.

The Return of Multiplicity

The Return of Multiplicity

A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.

Innovation Addresses Industrial Recovery Challenges

Innovation Addresses Industrial Recovery Challenges

Innovation may provide long-term solutions to evolving challenges in industrials.

Diversifying Through an Uneven Recovery
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Diversifying Through an Uneven Recovery

Given fluctuating markets, it may be prudent to sharpen the focus on sources of risk and return within one’s portfolio.

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

While near-term risks exist, the trajectory of emerging markets remains on stable footing

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.

Understanding the Impact of Delta

Understanding the Impact of Delta

The highly infectious variant of COVID-19 has led to rising case numbers, but we explain why a return to normalcy is still within striking distance.

With Early-Cycle Behind Us, Securities Must Stand on Own Merits
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With Early-Cycle Behind Us, Securities Must Stand on Own Merits

Investors can no longer rely on “rising tides” lifting broad indices to deliver equity returns.

Growth in the Next Phase of Recovery

Growth in the Next Phase of Recovery

While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.

Global Perspectives: The Case for REITs in the Economic Recovery

Global Perspectives: The Case for REITs in the Economic Recovery

Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.

Total Corporate Debt Soared to Record High in 2020

Total Corporate Debt Soared to Record High in 2020

Companies took on record new debts totaling $1.3 trillion in 2020 as global profits plunged by a third.