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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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.

Come on Down: Is Inflation Priced Right?

Come on Down: Is Inflation Priced Right?

A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.

Breaking Down Risk in High-Yield Bonds
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Breaking Down Risk in High-Yield Bonds

A closer look at the different measures of risk in high-yield bonds.

When Forecasts Fall Short, Humility and Diversity are Key

When Forecasts Fall Short, Humility and Diversity are Key

On the challenges of forecasting interest rates in uncertain markets.

Not Your Traditional Cycle

Not Your Traditional Cycle

Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.

Opportunities and risks in a multi-speed recovery

Opportunities and risks in a multi-speed recovery

Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.

Credit market’s brave new world

Credit market’s brave new world

Can corporate bond markets sustain their improved trajectory as support measures are lifted?

Dystopia 2.0? Assessing the post-COVID landscape

Dystopia 2.0? Assessing the post-COVID landscape

COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?

The Turn: High Yield on the Road to Deleveraging
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The Turn: High Yield on the Road to Deleveraging

Does the trajectory of credit fundamentals support the strength in high yield bond markets?

Reflation Train: Arriving on Time

Reflation Train: Arriving on Time

Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.

Uncovering Opportunities in Today’s Bond Market

Uncovering Opportunities in Today’s Bond Market

Where to find opportunities to harvest higher yields with lower sensitivity to rising interest rates.

Choice Growth: Potential Opportunities from High Yield Expansion
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Choice Growth: Potential Opportunities from High Yield Expansion

Why the rise in the size of the high yield bond market is to be welcomed.