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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Emerging markets now fertile ground for innovation

Emerging markets now fertile ground for innovation

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.

Global Tech Stocks: Keeping Perspective in a Complex Environment
Quick Views China Technology

Global Tech Stocks: Keeping Perspective in a Complex Environment

With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.

Research in Action: Investing in the Renewable Revolution

Research in Action: Investing in the Renewable Revolution

The energy transition could impact every facet of the global economy. Here’s what investors should consider as the switch to renewables unfolds.

The Semiconductor Shortage: Why More than Tech Investors Should Care

The Semiconductor Shortage: Why More than Tech Investors Should Care

The current semiconductor shortage may be more pervasive and longer-lasting than many expect.

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

While near-term risks exist, the trajectory of emerging markets remains on stable footing

China Tech Sector: Evolving Regulations, Same Compelling Themes
Quick Views China Technology

China Tech Sector: Evolving Regulations, Same Compelling Themes

Recent adjustments to tech sector regulations in China do not diminish the secular themes behind these companies’ earnings growth.

Global Technology Outlook: Prioritizing Company Fundamentals
Quick Views Technology

Global Technology Outlook: Prioritizing Company Fundamentals

Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.

How the Fourth Industrial Revolution Will Accelerate Decarbonization

How the Fourth Industrial Revolution Will Accelerate Decarbonization

The transition from a fossil analog economy to a renewable electric digital economy is at the heart of global decarbonization.

A unique recovery: the handoffs commence

A unique recovery: the handoffs commence

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

‘Renewable, electric, digital’: the Fourth Industrial Revolution

‘Renewable, electric, digital’: the Fourth Industrial Revolution

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.

Global Perspectives: The Outlook for Tech through the Economic Reopening

Global Perspectives: The Outlook for Tech through the Economic Reopening

How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.

Secular Tech Themes Still Intact

Secular Tech Themes Still Intact

Powerful secular themes are still the main driver to long-term tech earnings growth.