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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How the Fourth Industrial Revolution Will Accelerate Decarbonization

How the Fourth Industrial Revolution Will Accelerate Decarbonization

The transition from a fossil analog economy to a renewable electric digital economy is at the heart of global decarbonization.

A unique recovery: the handoffs commence

A unique recovery: the handoffs commence

Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks

‘Renewable, electric, digital’: the Fourth Industrial Revolution

‘Renewable, electric, digital’: the Fourth Industrial Revolution

Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.

Global Perspectives: The Outlook for Tech through the Economic Reopening

Global Perspectives: The Outlook for Tech through the Economic Reopening

How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.

Secular Tech Themes Still Intact

Secular Tech Themes Still Intact

Powerful secular themes are still the main driver to long-term tech earnings growth.

Other Companies Join Tech Earnings Party

Other Companies Join Tech Earnings Party

Tech stocks are currently positioned to benefit from both secular and cyclical factors.

Emerging market equities: China’s “smart” opportunity

Emerging market equities: China’s “smart” opportunity

Emerging markets Portfolio Manager Daniel Graña and Assistant Portfolio Manager Matt Culley explain why China is well positioned to lead in electric vehicle manufacturing.

Technology: solutions for a sustainable future in transport

Technology: solutions for a sustainable future in transport

Technology portfolio managers Alison Porter, Graeme Clark and Richard Clode highlight how technology companies are providing solutions for a future of sustainable transport.

A Renewed Focus on Business Models

A Renewed Focus on Business Models

The importance of understanding a company’s business model to assess value and risk in an investment.

Global Sustainable Equity: News and Opportunities (January 2021)

Global Sustainable Equity: News and Opportunities (January 2021)

Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.

A Step Closer to a Digital Future

A Step Closer to a Digital Future

Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.

Technology Fuels Long-Term Growth Prospects for Manufacturing

Technology Fuels Long-Term Growth Prospects for Manufacturing

While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.