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 on decarbonisation challenges facing Asia, with examples from China, India and the Republic of Korea.

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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The Investment Ramifications of a Multipolar World

The Investment Ramifications of a Multipolar World

What the move beyond “peak globalization” means for investing in emerging market equities.

Investing in the Metaverse – Separating Hype from Reality

Investing in the Metaverse – Separating Hype from Reality

The metaverse represents the next major evolution in computing. But where are the real wins occurring?

Century of Biotech: Capitalizing on the Biomedical Revolution

Century of Biotech: Capitalizing on the Biomedical Revolution

Remarkable advances in biomedical research are leading to rapid growth and volatility in the biotechnology sector.

Deforestation: Seeing the Wood for the Trees

Deforestation: Seeing the Wood for the Trees

Globally, the rate of deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.

Meeting the need for a sustainable and resilient water system

Meeting the need for a sustainable and resilient water system

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses how businesses are changing the way we use and consume water.

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.

High yield in a rising rate environment

High yield in a rising rate environment

Brent Olson and Tom Ross, corporate credit portfolio managers on our Global High Yield platform, explore how factors affecting credit risk in high yield might help balance upward pressure on interest rate risk.

Technology is Enabling Sustainability

Technology is Enabling Sustainability

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

Technology is enabling sustainability

Technology is enabling sustainability

Technology plays a pivotal role in the transition towards a more sustainable world. Portfolio manager Richard Clode explores these themes and the investment opportunities.