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 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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Real Estate Bubbles? Chance Would Be a Fine Thing….
Quick Views Property Equities

Real Estate Bubbles? Chance Would Be a Fine Thing….

Real estate shares have been out of favor in recent years, and there are indications that listed property is currently undervalued.

China Decarbonization: The Emergence of a Mega-theme

China Decarbonization: The Emergence of a Mega-theme

Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.

Referrals Refined, Part I: Identifying Who Can Help Grow Your Business

Referrals Refined, Part I: Identifying Who Can Help Grow Your Business

A process for determining which clients are most likely to be sources of qualified referrals.

A Renewed Focus on Business Models

A Renewed Focus on Business Models

The importance of understanding a company’s business model to assess value and risk in an investment.

Tempering Expectations
Quick Views Interest rates

Tempering Expectations

A sub-optimal vaccine rollout and persistently soft economic data portends a slower-than-expected emergence from the pandemic-driven recession, explains Portfolio Manager Nick Maroutsos.

Market Overview: Collateralized Loan Obligations (CLOs)

Market Overview: Collateralized Loan Obligations (CLOs)

CLOs are increasingly the linkage between the needs of smaller companies seeking financing and investors seeking higher yields.

Global Sustainable Equity: News and Opportunities (January 2021)

Global Sustainable Equity: News and Opportunities (January 2021)

Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.

Positioning for Higher Yields
Quick Views Interest rates

Positioning for Higher Yields

Assessing the risks and opportunities of higher government bond yields.

Japan Equities Outlook: What Can Tuna Auctions Tell Us About Future Market Trends?

Japan Equities Outlook: What Can Tuna Auctions Tell Us About Future Market Trends?

Junichi Inoue, Head of Japanese Equities, discusses why the Japanese stock market performed well last year despite its cyclicality and shares his outlook for a recovery in 2021.

Taking Stock of Emergency Savings Account Options

Taking Stock of Emergency Savings Account Options

Exploring options for plan sponsors and business owners to help employees build up adequate savings.

Welcome to Flow World
Quick Views Volatility

Welcome to Flow World

Large-scale trading activity periodically creates short-term dislocations that may present investment opportunities.

Active ETFs Are Here to Stay

Active ETFs Are Here to Stay

Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.