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

High Yield: Passing the Baton from Beta to Alpha
Global Perspectives Credit

High Yield: Passing the Baton from Beta to Alpha

With credit spreads gradually tightening, returns will likely become less about market direction (beta) and more about identifying individual opportunities (alpha).

Inflation: Is This the Real Thing? Is This Just Fantasy?

Inflation: Is This the Real Thing? Is This Just Fantasy?

Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.

Global Perspectives: Are We in a Sweet Spot for Credit Investing?

Global Perspectives: Are We in a Sweet Spot for Credit Investing?

A far-reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.

Reaching for Normal: The Outlook for 2021

Reaching for Normal: The Outlook for 2021

Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.

Credit Light Cuts through the Income Darkness

Credit Light Cuts through the Income Darkness

Jenna Barnard and John Pattullo explain how credit markets navigated COVID-19 with relative ease and why corporate bonds remain in the sweet spot for 2021.

Global Bonds in 2021: Better but Still Bumpy

Global Bonds in 2021: Better but Still Bumpy

Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.

High-Yield Bonds: The Grind Tighter in 2021

High-Yield Bonds: The Grind Tighter in 2021

Tom Ross, corporate credit portfolio manager, discusses the high-yield bond outlook where an improving economy should help tighten credit spreads but may spark concerns about monetary tightening.

A Mostly Benign Outlook for U.S. Inflation

A Mostly Benign Outlook for U.S. Inflation

Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.

Is There a Solvency Crisis Looming for Credit Markets?
Quick Views Coronavirus Credit

Is There a Solvency Crisis Looming for Credit Markets?

A counterpoint to the bear argument that credit is set to face a solvency crisis by explaining that liquidity is solvency.

The Outlook for Global High-Yield Bonds
Quick Views Coronavirus Credit

The Outlook for Global High-Yield Bonds

A discussion of conditions in the global high-yield market, including the default outlook and the importance of monetary and fiscal stimulus.

Fast Food Stays Healthy
Quick Views Coronavirus Credit

Fast Food Stays Healthy

Why the U.S. fast-food market is thriving despite the recession.

Low Rates vs. U.S. Election: What Matters for Fixed Income?

Low Rates vs. U.S. Election: What Matters for Fixed Income?

Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.