For Financial Professionals in the US
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
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.
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.
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While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.
The energy transition could impact every facet of the global economy. Here’s what investors should consider as the switch to renewables unfolds.
The current semiconductor shortage may be more pervasive and longer-lasting than many expect.
While near-term risks exist, the trajectory of emerging markets remains on stable footing
Recent adjustments to tech sector regulations in China do not diminish the secular themes behind these companies’ earnings growth.
Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.
The transition from a fossil analog economy to a renewable electric digital economy is at the heart of global decarbonization.
Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks
Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.
How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.
Powerful secular themes are still the main driver to long-term tech earnings growth.