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

Subscribe for relevant insights delivered straight to your inbox

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.

Meeting the need for a sustainable and resilient water system

Meeting the need for a sustainable and resilient water system

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses how businesses are changing the way we use and consume water.

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.

Five questions fixed income investors are asking in 2022

Five questions fixed income investors are asking in 2022

Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.

Research in Action: Tech’s Mega Themes Show No Signs of Slowing

Research in Action: Tech’s Mega Themes Show No Signs of Slowing

Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.

Opposing Forces

Opposing Forces

A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.