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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Will Japan Join the Tightening Party?

Will Japan Join the Tightening Party?

Considering whether Japan could join other developed market peers in the exit from accommodative policy.

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?

Opportunities in Health Care in 2022
Quick Views COVID-19 Healthcare

Opportunities in Health Care in 2022

COVID-19 has had an outsize influence on health care stocks. With the pandemic hopefully retreating, what’s next for the sector?

Flattening Is Not Flattering

Flattening Is Not Flattering

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

Global Perspectives: A Contrarian Approach through the COVID Recovery

Global Perspectives: A Contrarian Approach through the COVID Recovery

A discussion of the unique aspects of the COVID investment environment.

Favoring Stability in U.S. Fixed Income in 2022

Favoring Stability in U.S. Fixed Income in 2022

Why rotating into bond investments that may offer lower returns but less chance of generating negative returns could prove to be prudent.

Despite Headwinds, Progress Continues for U.S. Equities

Despite Headwinds, Progress Continues for U.S. Equities

Portfolio Manager Jeremiah Buckley sees continued progress in U.S. equities amid the economic recovery.