For Financial Professionals in the US

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

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 risks and opportunities ahead.

Global Dividend Index

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

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Signs of a Renewed Appreciation for Sustainable Growth in 2021

Signs of a Renewed Appreciation for Sustainable Growth in 2021

Portfolio Manager Brian Demain explains why we could see a renewed appreciation for moderately valued, sustainable growth companies in the mid-cap market.

Global Perspectives: Are We in a Sweet Spot for Credit Investing?

Global Perspectives: Are We in a Sweet Spot for Credit Investing?

A far-reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.

How the Return to “Normal” Could Reshape Markets

How the Return to “Normal” Could Reshape Markets

Options prices signal that the global economy’s reopening could mark the beginning of a shift in long-term market trends, says Head of Global Asset Allocation Ashwin Alankar.

Technology Fuels Long-Term Growth Prospects for Manufacturing

Technology Fuels Long-Term Growth Prospects for Manufacturing

While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.

Reaching for Normal: The Outlook for 2021

Reaching for Normal: The Outlook for 2021

Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.

Global Real Estate: Perception Is Not Reality

Global Real Estate: Perception Is Not Reality

Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities.

Credit Light Cuts through the Income Darkness

Credit Light Cuts through the Income Darkness

Jenna Barnard and John Pattullo explain how credit markets navigated COVID-19 with relative ease and why corporate bonds remain in the sweet spot for 2021.

Global Bonds in 2021: Better but Still Bumpy

Global Bonds in 2021: Better but Still Bumpy

Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.

High-Yield Bonds: The Grind Tighter in 2021

High-Yield Bonds: The Grind Tighter in 2021

Tom Ross, corporate credit portfolio manager, discusses the high-yield bond outlook where an improving economy should help tighten credit spreads but may spark concerns about monetary tightening.

Diversified Alternatives: Adapt and Evolve

Diversified Alternatives: Adapt and Evolve

David Elms, Head of Diversified Alternatives, argues for new thinking for investors’ portfolios in 2021, following a year in which the pandemic posed unfamiliar challenges for industries.

Sustainable Equities: The Future Is Green and Digital

Sustainable Equities: The Future Is Green and Digital

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.

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.