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.

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It’s complicated

It’s complicated

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as governments and central banks struggle to deal with a more complex tangle of macro influences.

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.

Minivans and flows

Minivans and flows

Investors should keep in mind the impact, both positive and negative, of fund flows on index price moves over the short term.

Commodities – super cycle or just good sense?

Commodities – super cycle or just good sense?

With multiple structural tailwinds and the risk of inflation making headlines, can commodities offer viable diversification for a modern portfolio?

Autocallables and the art of risk transfer
Global Perspectives

Autocallables and the art of risk transfer

With multiple structural tailwinds and the risk of inflation making headlines, can commodities offer viable diversification for a modern portfolio?

Looking to sustainability for opportunity

Looking to sustainability for opportunity

Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.

Blink and you’ll miss it

Blink and you’ll miss it

Are we setting up for one of the shortest business cycles in history?

Tapering without the tantrum
Global Perspectives

Tapering without the tantrum

We believe the Fed learned its lesson from the 2013-2014 “taper tantrum,” and efforts to better communicate its intentions will result in lower volatility this time around.

Truffle hunting in credit

Truffle hunting in credit

While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.

Minivans and Flows
Global Perspectives

Minivans and Flows

Portfolio Manager Aneet Chachra shows the impact even moderate changes in flow dynamics (and demand) can have on prices … for both minivans and markets.

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.