For Financial Professionals in the US

Global Perspectives

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.

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Other Companies Join Tech Earnings Party

Other Companies Join Tech Earnings Party

Tech stocks are currently positioned to benefit from both secular and cyclical factors.

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.

A Renewed Focus on Business Models

A Renewed Focus on Business Models

The importance of understanding a company’s business model to assess value and risk in an investment.

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.

A Step Closer to a Digital Future

A Step Closer to a Digital Future

Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.

Technology Fuels Long-Term Growth Prospects for Manufacturing

Technology Fuels Long-Term Growth Prospects for Manufacturing

While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.

Sustainable Equities: The Future Is Green and Digital

Sustainable Equities: The Future Is Green and Digital

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.

Global Sustainable Equity: News and Opportunities (October 2020)

Global Sustainable Equity: News and Opportunities (October 2020)

An overview of notable sustainable news stories for the third quarter of 2020.

The highly rational – and sometimes slightly less rational – world of tech investing

The highly rational – and sometimes slightly less rational – world of tech investing

Global Technology and Innovation Portfolio Manager Denny Fish argues that a long view is essential for maximizing the opportunity presented by the forces driving the transition to a digital global economy.

Long-Term View Best Tonic for Digesting Tech Sector Volatility
Quick Views Technology Volatility

Long-Term View Best Tonic for Digesting Tech Sector Volatility

Investors maintaining a tech allocation should stay focused on the secular forces behind the sector’s recent impressive financial performance.

The Regulatory and Policy Landscape for Big Tech

The Regulatory and Policy Landscape for Big Tech

Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?