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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.

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Innovation, Low Valuations Tailwinds for Health Care
Quick Views Healthcare

Innovation, Low Valuations Tailwinds for Health Care

Underperforming the broad market for the first half of 2021, health care now offers attractive valuations and significant growth potential, thanks to innovation.

The Affordable Care Act Lives On
Quick Views Healthcare

The Affordable Care Act Lives On

The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the U.S.

Biopharma’s Targeted Approach to Growth

Biopharma’s Targeted Approach to Growth

A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.

Making Sense of COVID-19 Vaccine IP Waivers

Making Sense of COVID-19 Vaccine IP Waivers

Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

Vaccines Prove Their Worth for Global Health Care

Vaccines Prove Their Worth for Global Health Care

In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.

Access to Medicine: The Need for Innovation, Partnerships and Data Capture

Access to Medicine: The Need for Innovation, Partnerships and Data Capture

How pharmaceutical companies are addressing the issue of inequitable access to medicine.

Health care’s innovation shifts into high gear

Health care’s innovation shifts into high gear

Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.

COVID Variants: The Impact on Pandemic Trajectory, Biopharma Stocks

COVID Variants: The Impact on Pandemic Trajectory, Biopharma Stocks

Making sense of the latest developments around COVID-19 variants and what investors should consider now.

Health Care Builds Momentum

Health Care Builds Momentum

Portfolio Manager Andy Acker says the health care sector looks set to ride a number of positive trends into 2021.

A Potential Turning Point in the Battle Against COVID-19
Quick Views Coronavirus Healthcare

A Potential Turning Point in the Battle Against COVID-19

Delivering better-than-expected trial data, a vaccine candidate from Pfizer and BioNTech could mark the beginning of the end of the pandemic and boost confidence in an economic recovery, now underway.

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

A look at the future of the ACA following the passing of Supreme Court Justice Ruth Bader Ginsburg and what it means for health care stocks.

Health Care Gains an Edge

Health Care Gains an Edge

How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.