For Financial Professionals in the US

Global Perspectives

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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What Your Clients Need Now

What Your Clients Need Now

In a reopening economy, the ways to WOW your clients are evolving.

What’s New in Fiduciary Breach Cases?

What’s New in Fiduciary Breach Cases?

Anticipating the next generation of potential fiduciary failures and lawsuits.

Don’t fight the wave of rising rates, surf it

Don’t fight the wave of rising rates, surf it

Greg Wilensky discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise.

Focus on Key Market Drivers as Economies Reopen
Quick Views Coronavirus

Focus on Key Market Drivers as Economies Reopen

Which themes matter most as economies reopen around the globe and green momentum builds.

Powerful Factors May Spark a Rebound in Travel and Leisure

Powerful Factors May Spark a Rebound in Travel and Leisure

Exploring the strong recovery potential for travel and leisure industries as COVID restrictions ease.

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?

Harvesting higher yields in today’s bond markets

Harvesting higher yields in today’s bond markets

John Kerschner and Seth Meyer discuss the opportunities available in bond markets, despite rising interest rates.

Nintendo: Paving the Way for Positive Play

Nintendo: Paving the Way for Positive Play

How Nintendo is putting its stamp on the video gaming industry.

Rising bond yields — a validation of recovery or a challenge?

Rising bond yields — a validation of recovery or a challenge?

The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.

ESG in credit investing: themes, considerations and implementation

ESG in credit investing: themes, considerations and implementation

Adrienn Sarandi, Director of Fixed Income ESG, answers some of the frequently asked questions around ESG investing, including whether COVID-19 has altered its evolution.

Fixed Income Post-Crisis: From Passive to Picky

Fixed Income Post-Crisis: From Passive to Picky

Navigating an increasingly difficult fixed income environment may require a more selective approach.

Don’t Let “Get There-itis” Crash Your Financial Plan

Don’t Let “Get There-itis” Crash Your Financial Plan

How to avoid plan continuation bias and stay on course to your financial goals.