For Financial Professionals in the US

Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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.

Decarbonisation in Emerging Markets Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

LATEST INSIGHTS

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Does Gender Matter in the Selection of a Financial Professional?

Does Gender Matter in the Selection of a Financial Professional?

Understanding investor perceptions is key to addressing gender inequality in the financial services industry.

Invested in Connecting Women: Rock the Street, Wall Street Sparks Girls’ Interest in Finance

Invested in Connecting Women: Rock the Street, Wall Street Sparks Girls’ Interest in Finance

Rock the Street, Wall Street aims to inspire a diverse population of young women in high schools across the country to pursue careers in finance.

Why Cultural Competency Is Key to Your Value Proposition

Why Cultural Competency Is Key to Your Value Proposition

Why it’s critical for today’s financial professionals to recognize and understand the cultural differences among clients and prospects.

Invested in Connecting Women: From Financial Food Trucks to Industry Trailblazer

Invested in Connecting Women: From Financial Food Trucks to Industry Trailblazer

Host Olivia Hails interviews Camille York, who was recently named one of Investment News’ Rising Stars for Excellence in Diversity, Equity and Inclusion.

The Risks of Remaining Silent on Financial Matters

The Risks of Remaining Silent on Financial Matters

Women who are disengaged from their finances and leave long-term decisions to their spouses may be putting their future at risk.

Invested in Connecting Women: How the Founders of The Wealth Edit Came Together to Fill a Void

Invested in Connecting Women: How the Founders of The Wealth Edit Came Together to Fill a Void

An interview with Lauren Pearson and Emily Lassiter, financial advisors and co-creators of The Wealth Edit.

’Tis the Season for Family Money Meetings: How to Engage Female Clients in the Conversation

’Tis the Season for Family Money Meetings: How to Engage Female Clients in the Conversation

As families gather together this holiday season, it may be the ideal time to have those tough yet critical discussions about long-term financial plans.

Invested in Connecting Women: If Not Now, When?

Invested in Connecting Women: If Not Now, When?

A conversation with Shannon Spotswood, president of RFG Advisory and founder of StrongHer Money, which is dedicated to helping women take control of their financial lives.

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.