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.

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Shifting Yields and Shifting Attitudes

Shifting Yields and Shifting Attitudes

Investors are repricing inflation risk within bond markets, but there may be more to consider.

Nintendo: Paving the Way for Positive Play

Nintendo: Paving the Way for Positive Play

How Nintendo is putting its stamp on the video gaming industry.

ESG in credit investing: themes, considerations and implementation

ESG in credit investing: themes, considerations and implementation

Adrienn Sarandi, Director of Fixed Income ESG, answers some of the frequently asked questions around ESG investing, including whether COVID-19 has altered its evolution.

Emerging market equities: China’s “smart” opportunity

Emerging market equities: China’s “smart” opportunity

Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.

Technology: solutions for a sustainable future in transport

Technology: solutions for a sustainable future in transport

Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode highlight how technology companies are providing solutions for a future of sustainable transport.

Analyzing ESG Factors for Risk and Opportunity

Analyzing ESG Factors for Risk and Opportunity

Environmental, social and governance (ESG) factors have become a significant risk/opportunity consideration for both companies and investors.

Taking Stock of the Mining Sector

Taking Stock of the Mining Sector

A discussion of drivers of change in the mining sector and why ESG credentials matter in the move toward a digitized, electrified and fossil fuel-free future.

The Far-Reaching Investment Implications of China Decarbonization

The Far-Reaching Investment Implications of China Decarbonization

Considering the massive investment implications of China’s decarbonization plan.

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.

Global Sustainable Equity: News and Opportunities (January 2021)

Global Sustainable Equity: News and Opportunities (January 2021)

Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.

ESG in Credit Investing: Themes, Considerations and Implementation

ESG in Credit Investing: Themes, Considerations and Implementation

As the focus on Environmental, Social and Governance (ESG) investing globally continues to sharpen, Adrienn Sarandi, Director of Fixed Income ESG, answers some of the most frequently asked questions.

ESG in 2021: Closing the Expectations Gap

ESG in 2021: Closing the Expectations Gap

Antony Marsden explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.