For Financial Professionals in the US

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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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Finding Financial Success After the “Shecession”

Finding Financial Success After the “Shecession”

The job losses incurred during the pandemic impacted women disproportionately.

REITs: Potential for Innovation and Growth

REITs: Potential for Innovation and Growth

How REITs fared through the pandemic and how they are positioned as economies reopen.

Location, location, location: considerations for a ‘listed’ approach to commercial real estate

Location, location, location: considerations for a ‘listed’ approach to commercial real estate

Investing in listed companies is an increasingly popular route to gaining exposure to commercial real estate. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl explore the key considerations.

A unique recovery: the handoffs commence

A unique recovery: the handoffs commence

Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks

‘Renewable, electric, digital’: the Fourth Industrial Revolution

‘Renewable, electric, digital’: the Fourth Industrial Revolution

Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.

Consumer revenge – the next stage of the recovery in Europe

Consumer revenge – the next stage of the recovery in Europe

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.

I Have Met the Enemy and They Are Me

I Have Met the Enemy and They Are Me

Pondering the question of who is putting money into long-duration bonds at today’s ultra-low rates.

Can Corporate Cash Drive Further Market Growth?
Quick Views Coronavirus

Can Corporate Cash Drive Further Market Growth?

Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?

The Great Transition: Demographic Change in China
Quick Views China

The Great Transition: Demographic Change in China

Interpreting the data in China’s latest census, with a focus on pressing economic and societal issues.

Getting Plan Menus “Just Right”

Getting Plan Menus “Just Right”

Finding the middle ground between too conservative and too aggressive in retirement plan menus.

Peak Sentiment, Peak Growth, Peak Policy
Quick Views Coronavirus

Peak Sentiment, Peak Growth, Peak Policy

Considering the prospects for markets as the global recovery gathers momentum.

Global Perspectives: The Outlook for Tech through the Economic Reopening

Global Perspectives: The Outlook for Tech through the Economic Reopening

How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.