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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European Equities: Will Inflation Be Transitory for Longer?
Quick Views Value Equities

European Equities: Will Inflation Be Transitory for Longer?

Questioning whether inflation will become more persistent and what this means for European equities.

Global Perspectives: ESG Is More than a Score

Global Perspectives: ESG Is More than a Score

A discussion on why ESG analysis is more than just a “score” and how sustainable investing truly impacts the risk and return of all investors’ portfolios.

The Semiconductor Shortage: Why More than Tech Investors Should Care

The Semiconductor Shortage: Why More than Tech Investors Should Care

The current semiconductor shortage may be more pervasive and longer-lasting than many expect.

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

The ability to navigate the pandemic and harness innovation are key drivers for emerging market equities growth.

Investing in the Future with REITs 3.0
Quick Views Property Equities

Investing in the Future with REITs 3.0

An overview of how real estate investment trusts (REITs) have evolved from their start 60 years ago to being an asset class that’s relevant today and beyond.

Emerging Markets: Why Then, Why Now?

Emerging Markets: Why Then, Why Now?

Portfolio Manager Daniel Graña on the case for EME and what led him to spend his career focused on emerging markets.

Innovation Addresses Industrial Recovery Challenges

Innovation Addresses Industrial Recovery Challenges

Innovation may provide long-term solutions to evolving challenges in industrials.

Natural Resources – Not Just Another Supercycle

Natural Resources – Not Just Another Supercycle

Carbon reduction represents a significant source of sustained growth for many natural resource companies.

ESG and Women – product design matters

ESG and Women – product design matters

Businesses often fall short of the requirements that make a gender-neutral product genuinely inclusive for women. So, how can companies incorporate truly inclusive design?

Natural resources: paving the way towards net zero

Natural resources: paving the way towards net zero

Natural resources play a key role in combatting climate change, with exciting opportunities for investors.

Diversifying Through an Uneven Recovery
Quick Views Coronavirus Featured

Diversifying Through an Uneven Recovery

Given fluctuating markets, it may be prudent to sharpen the focus on sources of risk and return within one’s portfolio.

Sustainable Investing Gets Active

Sustainable Investing Gets Active

We believe active managers are in a position to drive positive change amid the shift to sustainability.