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

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Blink and you’ll miss it

Blink and you’ll miss it

Are we setting up for one of the shortest business cycles in history?

Truffle hunting in credit

Truffle hunting in credit

While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.

China’s Economic Rebalancing Casts a Cloud on Property
Quick Views China Credit

China’s Economic Rebalancing Casts a Cloud on Property

The far-reaching implications of China’s efforts to rebalance its economy.

The Taper is (Almost) Here: What it Means for Bond Investors
Quick Views Interest rates

The Taper is (Almost) Here: What it Means for Bond Investors

The imminent arrival of tapering by the Federal Reserve amplifies challenges facing bond investors.

Have 10-Year Bond Yields Already Peaked?
Quick Views Interest rates

Have 10-Year Bond Yields Already Peaked?

Why 10-year bond yields may have already peaked.

Global Perspectives: No One’s Listening to the Bond Markets
Quick Views Credit Interest rates

Global Perspectives: No One’s Listening to the Bond Markets

Bond markets are once again sending a message on rates. Is anyone listening?

With Early-Cycle Behind Us, Securities Must Stand on Own Merits
Quick Views Coronavirus

With Early-Cycle Behind Us, Securities Must Stand on Own Merits

Investors can no longer rely on “rising tides” lifting broad indices to deliver equity returns.

Looking at Bonds Through a Glass Half Full

Looking at Bonds Through a Glass Half Full

Finding opportunities in the current bond environment.

ISG Insight: Thriving in the Bond Market

ISG Insight: Thriving in the Bond Market

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.

Taking Cues from a “Methodical” Fed
Quick Views Interest rates

Taking Cues from a “Methodical” Fed

Investors would be well-served by following the Federal Reserve’s lead in basing decisions on incoming data.

Total Corporate Debt Soared to Record High in 2020

Total Corporate Debt Soared to Record High in 2020

Companies took on record new debts totaling $1.3 trillion in 2020 as global profits plunged by a third.

Great Expectations in Inflation

Great Expectations in Inflation

Inflation is top of mind for investors. Portfolio managers Helen Anthony and Andrew Mulliner consider whether it is permanent or transitory.