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.

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.

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Emerging Markets Caught in Trade Winds

Emerging Markets Caught in Trade Winds

No matter who wins the U.S. election in November, more change is likely coming to global trade agreements, impacting emerging markets.

Interpreting Market Moves Since President Trump’s Positive COVID-19 Diagnosis

Interpreting Market Moves Since President Trump’s Positive COVID-19 Diagnosis

Comments on the latest market movements in reaction to President Trump’s COVID-19 diagnosis.

Looking past election volatility

Looking past election volatility

Director of Research Matt Peron says that while the 2020 U.S. presidential race could create volatility for stocks, such pullbacks are often based on fear, not long-term fundamentals.

Fundamentals Before Politics: The Outlook for Stocks and Bonds through the Election
Quick Views Elections Volatility

Fundamentals Before Politics: The Outlook for Stocks and Bonds through the Election

Long-term market factors may prove to be more important for investors than short-term election uncertainty.

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

A look at the future of the ACA following the passing of Supreme Court Justice Ruth Bader Ginsburg and what it means for health care stocks.

Rising Political Risk Fuels Uncertainty
Quick Views Elections Volatility

Rising Political Risk Fuels Uncertainty

With uncertainty hanging over the U.S. election, it may be prudent for bond investors to stay diversified and keep risk levels in check.

In Charts: U.S. Stock Performance During Past Presidential Elections

In Charts: U.S. Stock Performance During Past Presidential Elections

Looking at the returns of the S&P 500® Index during past U.S. presidential election periods and what could happen in 2020.

Options-Implied Analysis of U.S. Presidential Election
Quick Views Elections

Options-Implied Analysis of U.S. Presidential Election

After the recent party conventions, the options market continues to favor a Biden victory – but does not see his chances of winning increasing.

Health Care Gains an Edge

Health Care Gains an Edge

How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.

The Regulatory and Policy Landscape for Big Tech

The Regulatory and Policy Landscape for Big Tech

Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?