For Financial Professionals in the US
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
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.
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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With the economy strengthening, policy makers may be less willing to backstop market wobbles, presenting a new dynamic for equity investors.
A discussion of China’s challenges and responses to an aging population and what this means for investors.
The transition from a fossil analog economy to a renewable electric digital economy is at the heart of global decarbonization.
On the challenges of forecasting interest rates in uncertain markets.
A look at the dominance of thematic market factors in determining market movements since the start of the pandemic.
Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.
The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the U.S.
A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.
While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.
Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.
Can corporate bond markets sustain their improved trajectory as support measures are lifted?
COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?