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

2021 – In a Word: Recovery

2021 – In a Word: Recovery

Andrew Mulliner explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.

A Blue Wave or a Blue Swell?

A Blue Wave or a Blue Swell?

With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.

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.

Hardly a Stoic Fed

Hardly a Stoic Fed

The Federal Reserve declined to expand accommodative policy measures, but the decision does not suggest the central bank is backing off from supporting the economic recovery.

Signs of a Renewed Appreciation for Sustainable Growth in 2021

Signs of a Renewed Appreciation for Sustainable Growth in 2021

Portfolio Manager Brian Demain explains why we could see a renewed appreciation for moderately valued, sustainable growth companies in the mid-cap market.

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.

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.

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.

Fixed Income Perspectives: Can the V-Shaped Recovery Last?

Fixed Income Perspectives: Can the V-Shaped Recovery Last?

A discussion of the economic recovery and the diminishing returns on – but still pivotal role of – monetary policy.

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.

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.

Q4 Multi-Asset Outlook: Into the Fog of Uncertainty

Q4 Multi-Asset Outlook: Into the Fog of Uncertainty

What visibility is there for investors as we head into the fourth quarter of 2020 and beyond?