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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Biodiversity Loss: The Other Systemic Crisis

Biodiversity Loss: The Other Systemic Crisis

In this new series of primers we examine key sustainability challenges that humanity is facing.

REITs The Missing Ingredient for a Holistic Real Estate Allocation

REITs The Missing Ingredient for a Holistic Real Estate Allocation

As a complement to private real estate, REITs can offer investors broader exposure to specialty property sectors that offer great growth opportunity. Learn why our experts encourage institutional investors to reassess REITs as a strategic return-enhancing asset class.

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.

Inflation Dilemma: Where Now for Central Banks and Fixed Income?

Inflation Dilemma: Where Now for Central Banks and Fixed Income?

Jim Cielinski considers the dilemma for central banks as they are caught between decades-high inflation and an increasingly uncertain growth outlook.

Technology is Enabling Sustainability

Technology is Enabling Sustainability

A discussion of the pivotal role technology plays in the transition towards a more sustainable world.

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.

Multi-Asset in 2022: Prepare for All Seasons

Multi-Asset in 2022: Prepare for All Seasons

Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.

Still Think High Inflation is Transitory?
Investment Viewpoints

Still Think High Inflation is Transitory?

Exploring inflation-hedging assets in preparation for the end of the Great Moderation

Emerging markets now fertile ground for innovation

Emerging markets now fertile ground for innovation

While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.

Climate Change Investing: Net Zero Considerations

Climate Change Investing: Net Zero Considerations

Paul LaCoursiere, Global Head of ESG Investments, explores key considerations related to climate investing and the path to net zero.

China’s three Cs: COVID, consumption and credit

China’s three Cs: COVID, consumption and credit

Jennifer James, emerging market credit portfolio manager, considers how policies enacted by China’s government towards COVID, consumption and credit are likely to shape China’s near-term trajectory.

Transient Inflation: What if the Consensus is Wrong?
Investment Viewpoints

Transient Inflation: What if the Consensus is Wrong?

Suny Park, Head of Institutional Client Strategy, looks at both sides of the inflation debate – assessing evidence that supports transient inflation as well as indicators that point to a higher, sustained level of inflation.