For Institutional Investors in the US
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
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.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
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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In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.
With macro and microeconomic fundamentals improving and corporate bonds priced for this to continue, we explore what could go wrong and how fixed income markets might respond.
Inflation is top of mind for investors. Portfolio managers Helen Anthony and Andrew Mulliner consider whether it is permanent or transitory.
A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.
While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.
Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.
Can corporate bond markets sustain their improved trajectory as support measures are lifted?
COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?
Investing in listed companies is an increasingly popular route to gaining exposure to commercial real estate. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl explore the key considerations.
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
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.