For Institutional Investors in the US

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

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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For Some Tech Giants, Innovation No Longer a Dilemma
Quick Views Technology

For Some Tech Giants, Innovation No Longer a Dilemma

With data and networks acting as valuable currency, today’s leading tech companies appear better positioned to maintain their innovative edge than previous generations of tech titans.

Platform Businesses: The Misunderstood Powerhouses of Innovation
Quick Views Technology

Platform Businesses: The Misunderstood Powerhouses of Innovation

The power of platform businesses and why the trajectory of their corporate models is often misunderstood.

Examining the Tech Sector through the Pandemic – and Beyond

Examining the Tech Sector through the Pandemic – and Beyond

How the COVID-19 pandemic has accelerated the adoption of the digital economy by both businesses and individuals.

How the Crisis Could Solidify Long-Term Investment Themes

How the Crisis Could Solidify Long-Term Investment Themes

Behavioral changes precipitated by the pandemic could help certain companies and sectors emerge from the crisis in a position of relative strength.

Battery Storage Solutions Key to Renewable Energy Transition

Battery Storage Solutions Key to Renewable Energy Transition

Why battery storage will be key to speeding the transition to renewable energy sources, and what it means for investors.

Leveraging the Digital Economy to Navigate COVID-19

Leveraging the Digital Economy to Navigate COVID-19

The Global Technology and Innovation Team discusses how digital business models are helping societies cope with the fast-spreading COVID-19 coronavirus.

A Cross-Sector View of Coronavirus Impacts

A Cross-Sector View of Coronavirus Impacts

In this series of videos, our research analysts discuss how the coronavirus could affect various sectors and what investors should be considering amid rising volatility.

Finding Smart Growth in SaaS

Finding Smart Growth in SaaS

The importance of uncovering smart, sustainable growth as the trend of Software as a Service (SaaS) evolves.

Market GPS: Global Technology 2020 Outlook

Market GPS: Global Technology 2020 Outlook

Portfolio Manager Denny Fish provides an update on the mega themes reshaping the technology landscape in 2020 and beyond.