For Institutional Investors in the US

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

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.

LATEST INSIGHTS

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Shining a Light on “Hidden ESG” in Smaller Companies

Shining a Light on “Hidden ESG” in Smaller Companies

Why it’s important for investors to look beyond ESG ratings.

Remember the Benefits of Bonds

Remember the Benefits of Bonds

Navigating a core bond portfolio in a rising rate environment.

Shifting Yields and Shifting Attitudes

Shifting Yields and Shifting Attitudes

Investors are repricing inflation risk within bond markets, but there may be more to consider.

Focus on Key Market Drivers as Economies Reopen

Focus on Key Market Drivers as Economies Reopen

Which themes matter most as economies reopen around the globe and green momentum builds.

Powerful Factors May Spark a Rebound in Travel and Leisure

Powerful Factors May Spark a Rebound in Travel and Leisure

Exploring the strong recovery potential for travel and leisure industries as COVID restrictions ease.

Nintendo: Paving the Way for Positive Play

Nintendo: Paving the Way for Positive Play

How Nintendo is putting its stamp on the video gaming industry.

ValueTalks Interview with Aneet Chachra: Why Flows Matter
Quick Views Risk Premia

ValueTalks Interview with Aneet Chachra: Why Flows Matter

Aneet Chachra, Portfolio Manager on the Multi Strategy and Global Diversified Risk Premia strategies, was interviewed for ValueWalk’s “ValueTalks” podcast.

Will the Value Rotation Continue Through a Broader Economic Recovery?

Will the Value Rotation Continue Through a Broader Economic Recovery?

Can value continue to lead through a broader economic recovery?

Right Here, Right Now: Growth Opportunities in Real Estate

Right Here, Right Now: Growth Opportunities in Real Estate

Assessing opportunities created by the “reopening rotation” trade in REITs.

Keeping It Real: Interpreting the Climb in Bond Yields

Keeping It Real: Interpreting the Climb in Bond Yields

The recent steep rise in yields has unsettled markets.

Emerging Market Equities: Same Storm, Different Boats

Emerging Market Equities: Same Storm, Different Boats

The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.

Giving Savers a Chance in Short-Duration Fixed Income

Giving Savers a Chance in Short-Duration Fixed Income

Negative real yields have punished savers for much of the past decade.