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.

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Multi-Asset Outlook 2021: All Change

Multi-Asset Outlook 2021: All Change

News of game-changing vaccines in late 2020 heralded a dramatic shift in expectations for markets and the economy in 2021. Paul O’Connor considers the rationale behind this optimism.

Plan Talk: Best of 2020

Plan Talk: Best of 2020

2020’s final episode of Plan Talk highlights notable updates, trends and legal cases in the defined contribution space from the past year.

A Blue Wave or a Blue Swell?

A Blue Wave or a Blue Swell?

With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.

Peach State Run-Off Could Herald a Light-Blue Wave for U.S. Politics
Quick Views Elections

Peach State Run-Off Could Herald a Light-Blue Wave for U.S. Politics

Considering the ramifications of a potentially seismic political result.

Mental Health Habits to Cultivate and Share

Mental Health Habits to Cultivate and Share

The importance of prioritizing mental well-being as we continue to cope with the isolation of the pandemic.

A Step Closer to a Digital Future

A Step Closer to a Digital Future

Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.

U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality

U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality

Perkins Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in U.S. small-cap value equities.

The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.

Inflation: Is This the Real Thing? Is This Just Fantasy?

Inflation: Is This the Real Thing? Is This Just Fantasy?

Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.

What’s Next for U.S. Large-Cap Growth Equities?

What’s Next for U.S. Large-Cap Growth Equities?

Portfolio Manager Doug Rao explains the current dynamic in large-cap growth equities and evaluates the outlook moving forward.

Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth

Optimism for a Renewed Focus on Fundamentals in Small- and Mid-Cap Growth

Portfolio Manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.

Hardly a Stoic Fed

Hardly a Stoic Fed

The Federal Reserve declined to expand accommodative policy measures, but the decision does not suggest the central bank is backing off from supporting the economic recovery.