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 risks 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

Subscribe for relevant insights delivered straight to your inbox

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.

The Political Struggle among Hong Kong, China and the United States

The Political Struggle among Hong Kong, China and the United States

Why we believe China’s introduction of the National Security Law for Hong Kong is more about politics than economics.

How Is China Slowly Emerging from the Coronavirus Aftermath?
Quick Views China Coronavirus

How Is China Slowly Emerging from the Coronavirus Aftermath?

How companies and the government are supporting consumers and businesses as economic activity begins to resume in China.

A Cross-Sector View of Coronavirus Impacts

A Cross-Sector View of Coronavirus Impacts

In this series of videos, our research analysts discuss how the coronavirus could affect various sectors and what investors should be considering amid rising volatility.

Markets Fear a Global Coronavirus Pandemic

Markets Fear a Global Coronavirus Pandemic

Weighing the potential impact on global economic growth as concerns grow about the spread of the coronavirus beyond China.

COVID-19: Assessing the Impact on Property Markets

COVID-19: Assessing the Impact on Property Markets

Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.

Coronavirus: Does it Change the Outlook for Chinese Equities?
Quick Views China Coronavirus

Coronavirus: Does it Change the Outlook for Chinese Equities?

Assessing the impact of the coronavirus outbreak and potential implications for investors.