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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Walking a Mile in Her Shoes: On Relating to the Challenges of Female Clients

Walking a Mile in Her Shoes: On Relating to the Challenges of Female Clients

Despite her background in finance, the author explains why she can relate to many of the challenges female investors face.

What Athletes Can Teach Us About Investing Discipline

What Athletes Can Teach Us About Investing Discipline

How the strategies athletes rely on to reach their goals can translate to investing.

The Other Letter in ESG is a W(oman)

The Other Letter in ESG is a W(oman)

Strategies for engaging with female clients on the topic of ESG investing.

Invested in Connecting Women: Face Your Financial Truth

Invested in Connecting Women: Face Your Financial Truth

The inaugural episode of our new Invested in Connecting Women podcast.

Skinny Jeans Are Out, but Saving for Retirement Is Still on Trend

Skinny Jeans Are Out, but Saving for Retirement Is Still on Trend

Taking charge of your financial future is a smart move that will never go out of style.

Finding Financial Success After the “Shecession”

Finding Financial Success After the “Shecession”

The job losses incurred during the pandemic impacted women disproportionately.

The Importance of Authenticity

The Importance of Authenticity

How financial professionals can establish rapport and trust with clients by conveying authenticity.

Why Women Are Critical to the Future of Your Business

Why Women Are Critical to the Future of Your Business

The importance of including women in long-term financial planning conversations.

How to Effectively Engage Female Clients in the Virtual World

How to Effectively Engage Female Clients in the Virtual World

Are financial professionals prepared to engage and retain female investors as clients?

How to Help Female Clients Advocate for Themselves Financially

How to Help Female Clients Advocate for Themselves Financially

Lindsay Troxell, Director, Knowledge Labs® Professional Development, explains how financial professionals can help women more effectively negotiate financial matters.