For Institutional Investors 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.

Alternative Perspectives

Insight from our alternatives team 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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Global Sustainable Equity: News and Opportunities

Global Sustainable Equity: News and Opportunities

Reflecting on the last quarter of 2021 and looking ahead to the opportunities in the world of sustainability.

UK Equities – The Ultimate Value Market?
Quick Views Annual Outlook

UK Equities – The Ultimate Value Market?

Why undervalued UK stocks have never looked more compelling.

Flattening Is Not Flattering

Flattening Is Not Flattering

The recent flattening of yield curves is incongruous to the beginning of a hiking cycle.

Earnings Don’t Matter… At Least Here in the U.S.

Earnings Don’t Matter… At Least Here in the U.S.

It is said, “stocks prices follow earnings.” A discussion on why this isn’t currently the case and what investors should consider as a result.

Global Perspectives: A Contrarian Approach through the COVID Recovery

Global Perspectives: A Contrarian Approach through the COVID Recovery

A discussion of the unique aspects of the COVID investment environment.

Global Technology Markets Seek Normalcy in 2022

Global Technology Markets Seek Normalcy in 2022

As the global economy normalizes, tech stocks could benefit from a convergence of secular and cyclical forces.

Global Investment Grade: High Uncertainty Meets Low Dispersion
Quick Views Annual Outlook Credit

Global Investment Grade: High Uncertainty Meets Low Dispersion

Considering the winds of change affecting the balance of risk and opportunity in investment grade in 2022.

Emerging Market Debt: A Pivotal Year for China

Emerging Market Debt: A Pivotal Year for China

Why China is key to driving emerging market (EM) opportunities and performance in 2022.

Research in Action: Can Equity Gains Continue in 2022?
Quick Views Investment Outlooks

Research in Action: Can Equity Gains Continue in 2022?

Tune in to hear to why, despite the potential for near-term volatility, we think stock investors could find a broad investment opportunity set in the new year.

The High Cost of “Insurance” in Today’s Aggregate Benchmark

The High Cost of “Insurance” in Today’s Aggregate Benchmark

Bond portfolios can act as a hedge against equity market volatility, but both the value and cost of this hedge fluctuate as economic and market conditions evolve.

The Outlook for Large-Cap U.S. Growth Equities through Renewed Volatility

The Outlook for Large-Cap U.S. Growth Equities through Renewed Volatility

Portfolio Manager Doug Rao sees ongoing volatility, but also opportunity, in large-cap U.S. growth equities.

Global Equities: Balancing a Broadening Recovery with Inflation Concerns

Global Equities: Balancing a Broadening Recovery with Inflation Concerns

The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.