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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U.S. Fixed Income: Finding a Balance in Rates and Inflation

U.S. Fixed Income: Finding a Balance in Rates and Inflation

Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.

The Return of Inflation: What it Could Mean for Markets and the Economy

The Return of Inflation: What it Could Mean for Markets and the Economy

Investors should be mindful of how the future path of inflation can impact the economy, policy and financial markets.

Tapering Without the Tantrum
Quick Views Credit Interest rates

Tapering Without the Tantrum

Why the Fed tapering its MBS purchases should go smoother than last time.

Fed Stays Focused on Tapering – For Now
Quick Views Interest rates

Fed Stays Focused on Tapering – For Now

Federal Reserve Chair Jerome Powell stressed that the November FOMC meeting was more about QE than interest rates.

A Balancing Act for Monetary Policy – and Bond Investors
Quick Views Interest rates

A Balancing Act for Monetary Policy – and Bond Investors

Global bond markets face a period of transition, driven by inflation concerns and shifting monetary policy.

Yields Move Higher – September Spike or Sustained Trend?
Quick Views Interest rates

Yields Move Higher – September Spike or Sustained Trend?

The recent sell-off in government bond yields is testing the patience of central banks and bond markets are reacting to the hawkish messages.

The Return of Multiplicity

The Return of Multiplicity

A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.

Looking to sustainability for opportunity

Looking to sustainability for opportunity

Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.

Blink and you’ll miss it

Blink and you’ll miss it

Are we setting up for one of the shortest business cycles in history?

Truffle hunting in credit

Truffle hunting in credit

While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.

The Taper is (Almost) Here: What it Means for Bond Investors
Quick Views Interest rates

The Taper is (Almost) Here: What it Means for Bond Investors

The imminent arrival of tapering by the Federal Reserve amplifies challenges facing bond investors.

Have 10-Year Bond Yields Already Peaked?
Quick Views Interest rates

Have 10-Year Bond Yields Already Peaked?

Why 10-year bond yields may have already peaked.