For Individual 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 Emerging Markets Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

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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Deforestation: Seeing the Wood for the Trees

Deforestation: Seeing the Wood for the Trees

Globally, the rate of deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.

Biodiversity Loss: The Other Systemic Crisis

Biodiversity Loss: The Other Systemic Crisis

In this new series of primers we examine key sustainability challenges that humanity is facing.

The Case for Collateralized Loan Obligations (CLOs)
Investment Viewpoints Credit

The Case for Collateralized Loan Obligations (CLOs)

In an environment where interest rates are rising, allocations to floating rate CLOs may help investors diversify a traditional fixed income portfolio.

Growth And Resilience: How Health Care Stocks Can Offer An Attractive Balance

Growth And Resilience: How Health Care Stocks Can Offer An Attractive Balance

Andy Acker, Portfolio Manager, explains how health care’s innovation and low valuations make for an attractive combination.

Technology is Enabling Sustainability

Technology is Enabling Sustainability

A discussion of the pivotal role technology plays in the transition towards a more sustainable world.

A Multipronged Approach to Navigating Inflation and Rising Interest Rates
Investment Viewpoints

A Multipronged Approach to Navigating Inflation and Rising Interest Rates

John Kerschner discusses how the Multi-Sector Income Fund can help investors navigate concerns about the impact of inflation and rising interest rates.

Multi-Asset in 2022: Prepare for All Seasons

Multi-Asset in 2022: Prepare for All Seasons

Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.

Investing Off the Beaten Path
Investment Viewpoints

Investing Off the Beaten Path

Nick Schommer, CFA, Portfolio Manager, discusses what the pandemic has taught us about the importance of a company’s business model.

Emerging markets now fertile ground for innovation

Emerging markets now fertile ground for innovation

While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.

Climate Change Investing: Net Zero Considerations

Climate Change Investing: Net Zero Considerations

Paul LaCoursiere, Global Head of ESG Investments, explores key considerations related to climate investing and the path to net zero.

China’s three Cs: COVID, consumption and credit

China’s three Cs: COVID, consumption and credit

Jennifer James, emerging market credit portfolio manager, considers how policies enacted by China’s government towards COVID, consumption and credit are likely to shape China’s near-term trajectory.

The Road Less Traveled: How Differentiated Thinking Can Benefit Investors
Investment Viewpoints

The Road Less Traveled: How Differentiated Thinking Can Benefit Investors

Nick Schommer discusses how his background has influenced his investment approach – particularly as it relates to identifying misunderstood and underappreciated business models.