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.

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High Yield in a Rising Rate Environment
Quick Views Credit Macroeconomics

High Yield in a Rising Rate Environment

How factors affecting credit risk in high yield bonds might help balance upward pressure on interest rate risk.

Choppy Waters Likely, Until Policy Path Becomes Clearer

Choppy Waters Likely, Until Policy Path Becomes Clearer

A shift in Federal Reserve policy has battered equity markets. What comes next will depend on how the central bank navigates the next few months.

Fed to the Market: One Step Closer
Quick Views Macroeconomics

Fed to the Market: One Step Closer

With an initial rate hike just around the corner, attention now turns to how the Federal Reserve will manage its balance sheet reduction.

Flattening Is Not Flattering

Flattening Is Not Flattering

The recent flattening of yield curves is incongruous to the beginning of a hiking cycle.

Global Perspectives: A Contrarian Approach through the COVID Recovery

Global Perspectives: A Contrarian Approach through the COVID Recovery

A discussion of the unique aspects of the COVID investment environment.