For Institutional Investors in the US

Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams 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.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

LATEST INSIGHTS

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The Impact of War on European Energy Policy

The Impact of War on European Energy Policy

How the Russia/Ukraine conflict is driving European energy policy.

In Accelerating Policy Normalization, Fed Seeks to Reaffirm Credibility

In Accelerating Policy Normalization, Fed Seeks to Reaffirm Credibility

In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.

Inflation: No Rerun of That ’70s Show

Inflation: No Rerun of That ’70s Show

Why we believe inflation is much less rooted than the recent central banker rhetoric would indicate.

Addressing the Systemic Impacts of Biodiversity Loss

Addressing the Systemic Impacts of Biodiversity Loss

Why we believe biodiversity loss is a crisis that could have systemic impacts akin to climate change.

Amid Volatility, Health Care’s Appeal Grows

Amid Volatility, Health Care’s Appeal Grows

The sector could offer defense, as well as opportunities for long-term gains, in today’s uncertain financial markets.

Meeting the Need for a Sustainable and Resilient Water System

Meeting the Need for a Sustainable and Resilient Water System

How businesses are changing the way we use and consume water.

Market Volatility Amplifies Themes in Industrials

Market Volatility Amplifies Themes in Industrials

Considering long-term themes in industrials during the latest stretch of market volatility.

Earth Day 2022: Investing in Climate Literacy to Manage Risk

Earth Day 2022: Investing in Climate Literacy to Manage Risk

The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.

Bullish Inversion: A Novel Take on the Flattening Yield Curve

Bullish Inversion: A Novel Take on the Flattening Yield Curve

Contrary to conventional wisdom, equities investors should interpret an inverted yield curve as a potentially positive development.

Long-Term Trends in EM: A Growing Focus on ESG

Long-Term Trends in EM: A Growing Focus on ESG

ESG factors are becoming increasingly important in the analysis of EM companies.

Global Perspectives: How Much Is Stagflation a Concern for REITs?

Global Perspectives: How Much Is Stagflation a Concern for REITs?

Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.