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

Subscribe for relevant insights delivered straight to your inbox

China’s Trilemma and the Renminbi’s Fall

China’s Trilemma and the Renminbi’s Fall

The renminbi’s resilience has faltered as appetite for Chinese assets has turned.

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.

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.

What Lies Ahead for Chinese Equities in the Year of the Tiger?
Quick Views China

What Lies Ahead for Chinese Equities in the Year of the Tiger?

A discussion of key risks and opportunities for Chinese equities.

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.

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.

Global Tech Stocks: Keeping Perspective in a Complex Environment
Quick Views China Technology

Global Tech Stocks: Keeping Perspective in a Complex Environment

With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.

China’s Three Cs: COVID, Consumption and Credit
Quick Views China Coronavirus Credit

China’s Three Cs: COVID, Consumption and Credit

How policies enacted by China’s government toward COVID-19, consumption and credit are likely to shape China’s near-term trajectory.

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.

China’s Economic Rebalancing Casts a Cloud on Property
Quick Views China Credit

China’s Economic Rebalancing Casts a Cloud on Property

The far-reaching implications of China’s efforts to rebalance its economy.

China Tech Sector: Evolving Regulations, Same Compelling Themes
Quick Views China Technology

China Tech Sector: Evolving Regulations, Same Compelling Themes

Recent adjustments to tech sector regulations in China do not diminish the secular themes behind these companies’ earnings growth.

eCNY: Slow Burn to Rapid Acceleration?
Quick Views China

eCNY: Slow Burn to Rapid Acceleration?

How the People’s Bank of China’s e-CNY has the potential to rapidly reshape the payments industry.