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.

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.

LATEST INSIGHTS

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Rising bond yields — a validation of recovery or a challenge?

Rising bond yields — a validation of recovery or a challenge?

The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.

Emerging market equities: China’s “smart” opportunity

Emerging market equities: China’s “smart” opportunity

Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.

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.

How Are China’s Stock Markets Developing and Evolving?
Quick Views China Coronavirus

How Are China’s Stock Markets Developing and Evolving?

The impact of “re-shoring” and rising cross-border flows on Chinese markets.

The Far-Reaching Investment Implications of China Decarbonization

The Far-Reaching Investment Implications of China Decarbonization

Considering the massive investment implications of China’s decarbonization plan.

China Decarbonization: The Emergence of a Mega-theme

China Decarbonization: The Emergence of a Mega-theme

Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.

China: What Can Investors Expect in the Year of the Metal Ox?

China: What Can Investors Expect in the Year of the Metal Ox?

China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.

The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.

The End of an Era: Emerging Markets Prepare for a Post-Globalization World

The End of an Era: Emerging Markets Prepare for a Post-Globalization World

With globalization in retreat, emerging market (EM) countries and companies will need to adapt as they continue their path to prosperity.

Investment Considerations of a Bipolar World

Investment Considerations of a Bipolar World

Daniel Graña, Emerging Market Equity Portfolio Manager, believes that the beginning of the end of the post-Cold War order and the rise of an assertive China have enormous investment implications.

First In, First Out of COVID: How Has China Fared?
Quick Views China Coronavirus

First In, First Out of COVID: How Has China Fared?

A discussion of the main highlights for investors in China stocks over the first half of the year and the outlook for the rest of 2020.

China: Moderation Expected After a Steady Early Recovery
Quick Views China Coronavirus

China: Moderation Expected After a Steady Early Recovery

A look at the key issues impacting China’s recovery post-COVID-19 and stock market performance year to date.