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.

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Investment Themes for the Economic Recovery
Quick Views Coronavirus Volatility

Investment Themes for the Economic Recovery

The rapid adoption of cloud computing and e-commerce are just some of the investment themes we see emerging as the economy moves toward recovery.

Long-Term View Best Tonic for Digesting Tech Sector Volatility
Quick Views Technology Volatility

Long-Term View Best Tonic for Digesting Tech Sector Volatility

Investors maintaining a tech allocation should stay focused on the secular forces behind the sector’s recent impressive financial performance.

Some New (Old) Lessons for Investors

Some New (Old) Lessons for Investors

Now that stocks are back above their pre-crash record highs, we revisit some advice published in March – and find much of it remains unchanged.

Japanification: Europe First and Now the U.S.

Japanification: Europe First and Now the U.S.

The Federal Reserve’s actions during the COVID-19 crisis have led to an almost idyllic environment to invest in corporate bonds.

How Stable Is Your Fixed Income?

How Stable Is Your Fixed Income?

Fixed income investors may need to assess whether their portfolio can provide stability given the high likelihood of volatility in the months ahead.

Certainly Uncertain: Managing Expectations When the Future Is Unclear

Certainly Uncertain: Managing Expectations When the Future Is Unclear

Why market uncertainty highlights the importance of setting expectations and helping clients stick to their long-term plans.

Investors Perhaps Too Enthusiastic About Future Fiscal Stimulus

Investors Perhaps Too Enthusiastic About Future Fiscal Stimulus

Why we believe a disappointing fiscal response could shatter market expectations – and with them, this historic equities rally.

Keep the Seat Belts Fastened

Keep the Seat Belts Fastened

Gauging the potential for a sustained cross-asset recovery as the world adapts to a new paradigm where COVID-19 remains a persistent risk factor.

The Shape of Credit

The Shape of Credit

A look at factors shaping credit markets, from central bank support to potential resilience from financials.

The Big Rotation

The Big Rotation

An explanation of the market’s dramatic gains in recent weeks and factors that need to be in place to sustain a V-shaped recovery.

Making sense of equities in 2020

Making sense of equities in 2020

George Maris, Co-Head of Equities – Americas, recaps equity market volatility in 2020 and what investors should consider as the outlook for the global economy remains unclear.

2020 Trends in Investing: Uncertainty Forces Financial Professionals to Reevaluate Asset Allocation

2020 Trends in Investing: Uncertainty Forces Financial Professionals to Reevaluate Asset Allocation

The 2020 Trends in Investing Survey reveals that the pandemic is directly impacting financial advisors’ short-term economic outlook.