For Institutional Investors in the US

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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

Subscribe for relevant insights delivered straight to your inbox

A unique recovery: the handoffs commence

A unique recovery: the handoffs commence

Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks

‘Renewable, electric, digital’: the Fourth Industrial Revolution

‘Renewable, electric, digital’: the Fourth Industrial Revolution

Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.

Consumer revenge – the next stage of the recovery in Europe

Consumer revenge – the next stage of the recovery in Europe

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.

I Have Met the Enemy and They Are Me

I Have Met the Enemy and They Are Me

Pondering the question of who is putting money into long-duration bonds at today’s ultra-low rates.

Can Corporate Cash Drive Further Market Growth?
Quick Views Coronavirus

Can Corporate Cash Drive Further Market Growth?

Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?

The Great Transition: Demographic Change in China
Quick Views China

The Great Transition: Demographic Change in China

Interpreting the data in China’s latest census, with a focus on pressing economic and societal issues.

Peak Sentiment, Peak Growth, Peak Policy
Quick Views Coronavirus

Peak Sentiment, Peak Growth, Peak Policy

Considering the prospects for markets as the global recovery gathers momentum.

Global Perspectives: The Outlook for Tech through the Economic Reopening

Global Perspectives: The Outlook for Tech through the Economic Reopening

How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.

A Clear Revival in Global Dividend Payments

A Clear Revival in Global Dividend Payments

Clear signs of improvement were seen in global dividend payouts in the first quarter of the year.

The Turn: High Yield on the Road to Deleveraging
Quick Views Credit

The Turn: High Yield on the Road to Deleveraging

Does the trajectory of credit fundamentals support the strength in high yield bond markets?

Making Sense of COVID-19 Vaccine IP Waivers

Making Sense of COVID-19 Vaccine IP Waivers

Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

The Defense Industry Shows Resilience

The Defense Industry Shows Resilience

Amid political change and economic recovery, what is the outlook for the defense industry?