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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Closer to Normal? The Outlook for Small-Cap Growth Equities

Closer to Normal? The Outlook for Small-Cap Growth Equities

Can small-cap growth equities return to “smart growth” in 2022?

Shifting Markets Spur a Re-emergence of Value

Shifting Markets Spur a Re-emergence of Value

As market dynamics shift, investors have begun to appreciate fundamentals again.

UK Equities – The Ultimate Value Market?
Quick Views Annual Outlook

UK Equities – The Ultimate Value Market?

Why undervalued UK stocks have never looked more compelling.

Flattening Is Not Flattering

Flattening Is Not Flattering

The recent flattening of yield curves is incongruous to the beginning of a hiking cycle.

Global Technology Markets Seek Normalcy in 2022

Global Technology Markets Seek Normalcy in 2022

As the global economy normalizes, tech stocks could benefit from a convergence of secular and cyclical forces.

Global Investment Grade: High Uncertainty Meets Low Dispersion
Quick Views Annual Outlook Credit

Global Investment Grade: High Uncertainty Meets Low Dispersion

Considering the winds of change affecting the balance of risk and opportunity in investment grade in 2022.

Emerging Market Debt: A Pivotal Year for China

Emerging Market Debt: A Pivotal Year for China

Why China is key to driving emerging market (EM) opportunities and performance in 2022.

The Outlook for Large-Cap U.S. Growth Equities through Renewed Volatility

The Outlook for Large-Cap U.S. Growth Equities through Renewed Volatility

Portfolio Manager Doug Rao sees ongoing volatility, but also opportunity, in large-cap U.S. growth equities.

Global Equities: Balancing a Broadening Recovery with Inflation Concerns

Global Equities: Balancing a Broadening Recovery with Inflation Concerns

The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.

The Necessity of Yield in 2022

The Necessity of Yield in 2022

Why the yield provided by the high-yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.

Global Bonds: A Very Narrow Path for Monetary Policy

Global Bonds: A Very Narrow Path for Monetary Policy

Monetary policy – and the risk of policy error – are likely to be some of the greatest influences on bond markets in 2022.

Are We There Yet? A Slow and Steady Recovery for Asian Growth Expected
Quick Views Annual Outlook China

Are We There Yet? A Slow and Steady Recovery for Asian Growth Expected

Andrew Gillan, Head of Asia ex Japan Equities, provides a recap of 2021 and discusses the key issues for investors.