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.

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

Subscribe for relevant insights delivered straight to your inbox

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.

China Decarbonization: The Emergence of a Mega-theme

China Decarbonization: The Emergence of a Mega-theme

Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.

The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.

Emerging Markets Caught in Trade Winds

Emerging Markets Caught in Trade Winds

No matter who wins the U.S. election in November, more change is likely coming to global trade agreements, impacting emerging markets.

The Political Struggle among Hong Kong, China and the United States

The Political Struggle among Hong Kong, China and the United States

Why we believe China’s introduction of the National Security Law for Hong Kong is more about politics than economics.

Longer-Term Drivers for Emerging Markets Intact in Post-COVID-19 World

Longer-Term Drivers for Emerging Markets Intact in Post-COVID-19 World

While the preparedness of emerging markets to confront COVID-19 varies, this period likely marks a shift in what drives these countries’ growth.

Vietnam: The New Frontier in Emerging Markets?
Quick Views Emerging Markets

Vietnam: The New Frontier in Emerging Markets?

As some emerging market economies begin to slow, Vietnam could be at the beginning of a multiyear growth cycle.

South Africa: A Cautionary Tale in Emerging Markets
Quick Views Emerging Markets

South Africa: A Cautionary Tale in Emerging Markets

Emerging markets stocks look attractive relative to U.S. peers, but not all countries within this traditionally volatile asset class are created equal.

2020 Emerging Markets Outlook: Country Analysis Matters

2020 Emerging Markets Outlook: Country Analysis Matters

Why it is critical to have many lenses through which to identify compelling opportunities in emerging markets.