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.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

LATEST INSIGHTS

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ISG Insight: What Goes Up Must Come Down

ISG Insight: What Goes Up Must Come Down

Markets have fastened on to some dramatic inflation headlines in recent months but as economic growth comes under pressure is there a risk of policy error?

Five questions fixed income investors are asking in 2022

Five questions fixed income investors are asking in 2022

Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.

Opposing Forces

Opposing Forces

A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.

Caution Merited in an Increasingly Uncertain Market

Caution Merited in an Increasingly Uncertain Market

Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.

How do ESG factors impact valuations within the technology sector?

How do ESG factors impact valuations within the technology sector?

Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.

Can Biotech Bounce Back?

Can Biotech Bounce Back?

For more than a year, biotechnology stocks have been deep in the red, even as medical breakthroughs continue – a disconnect we think is unlikely to last.

An Investor’s China Conundrum

An Investor’s China Conundrum

While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.

Russia/Ukraine Market Impact – One Week In

Russia/Ukraine Market Impact – One Week In

A little over a week from the start of the conflict, a look at how equity markets have reacted.

Global Perspectives: An Extreme Hatred of Bonds … Just or Unfair?

Global Perspectives: An Extreme Hatred of Bonds … Just or Unfair?

Investor positioning still (unfairly) reflects an extreme hatred of bonds.

Computing Evolution: Investing in the Metaverse

Computing Evolution: Investing in the Metaverse

Investing in the new digital reality of the metaverse.