For Institutional Investors in the US

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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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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.

How Is China Facing up to Changing Demographics?
Quick Views China

How Is China Facing up to Changing Demographics?

A discussion of China’s challenges and responses to an aging population and what this means for investors.

The Great Transition: Demographic Change in China
Quick Views China

The Great Transition: Demographic Change in China

Interpreting the data in China’s latest census, with a focus on pressing economic and societal issues.

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.