For Institutional Investors in the US

Global Perspectives

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.

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Not Your Traditional Cycle

Not Your Traditional Cycle

Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.

Forecasts can fall short; humility and diversity are key

Forecasts can fall short; humility and diversity are key

While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.

Opportunities and risks in a multi-speed recovery

Opportunities and risks in a multi-speed recovery

Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.

Credit market’s brave new world

Credit market’s brave new world

Can corporate bond markets sustain their improved trajectory as support measures are lifted?

Dystopia 2.0? Assessing the post-COVID landscape

Dystopia 2.0? Assessing the post-COVID landscape

COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?

Market and Economy Giving Fed What It Wants
Quick Views Interest rates

Market and Economy Giving Fed What It Wants

Even with an update to its interest rate projections that is perhaps overdue, the Fed can still afford to be patient.

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.

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.

The Turn: High Yield on the Road to Deleveraging
Quick Views Credit Featured

The Turn: High Yield on the Road to Deleveraging

Does the trajectory of credit fundamentals support the strength in high yield bond markets?

Disappointing Payroll Data Doesn’t Change Our Outlook

Disappointing Payroll Data Doesn’t Change Our Outlook

Head of U.S. Fixed Income Greg Wilensky shares his thoughts on today’s employment report and why it doesn’t change our long-term outlook.

GDP, the Fed and Biden’s Address: Recapping the Last 24 Hours
Quick Views Interest rates

GDP, the Fed and Biden’s Address: Recapping the Last 24 Hours

A recap and discussion of three significant economic events from the past 24 hours.

Reflation Train: Arriving on Time

Reflation Train: Arriving on Time

Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.