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.

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European Equities: Will Inflation Be Transitory for Longer?
Quick Views Value Equities

European Equities: Will Inflation Be Transitory for Longer?

Questioning whether inflation will become more persistent and what this means for European equities.

When Will Fundamentals Matter Again?
Quick Views Value Equities

When Will Fundamentals Matter Again?

What market factors could encourage a return to fundamental-based investing?

Growth? Value? Just Fundamentals Please…

Growth? Value? Just Fundamentals Please…

A look at the dominance of thematic market factors in determining market movements since the start of the pandemic.

Consumer revenge – the next stage of the recovery in Europe

Consumer revenge – the next stage of the recovery in Europe

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.

Will the Value Rotation Continue Through a Broader Economic Recovery?

Will the Value Rotation Continue Through a Broader Economic Recovery?

Can value continue to lead through a broader economic recovery?

U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality

U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality

Perkins Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in U.S. small-cap value equities.

Can a Broader Recovery Spur a Value Rotation?

Can a Broader Recovery Spur a Value Rotation?

A discussion of recent positive developments that may spur a broader economic recovery and a rotation into value stocks.

Is it time for the European Renaissance?

Is it time for the European Renaissance?

John Bennett, Director of European Equities, explains the potential turning point in markets that could propel European equities to compete with the long-running and seemingly invincible US bull market.

Is now the time for defensive value?

Is now the time for defensive value?

Portfolio Manager Justin Tugman discusses factors that may point to a leadership change from growth to value stocks. He also explores the potential a defensive-value based approach offers investors concerned with ongoing market volatility and lofty stock valuations.

What’s Behind the Historic Valuation Gap in Equities?

What’s Behind the Historic Valuation Gap in Equities?

Director of Research Carmel Wellso explains how disruption in multiple sectors has led to a wide valuation gap.