For Individual 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.

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.

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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.

Sustainability Matters: Investing With Positive Impact

Sustainability Matters: Investing With Positive Impact

Hamish Chamberlayne discusses how economic stimulus and the digital transformation of the economy are helping advance sustainability goals around the world.

Mid-Cap Equities: Investing in Smart Growth

Mid-Cap Equities: Investing in Smart Growth

Brian Demain discusses the recent unusual dynamics in the mid-cap growth market and his process for pursuing “smart growth” businesses.

China Decarbonization: The Emergence of a Mega-theme

China Decarbonization: The Emergence of a Mega-theme

Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.

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.

Investing in Diversity: analysing the investment risks and opportunities

Investing in Diversity: analysing the investment risks and opportunities

Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.

What it takes to be an effective sustainability advocate

What it takes to be an effective sustainability advocate

As Head of Sustainable & Responsible Investing (SRI), Hamish Chamberlayne champions sustainability every day. It takes authenticity and a desire to take part in resolving real world issues to make any meaningful dent in environmental and social challenges.

Cobalt: saying ‘no’ to child labour

Cobalt: saying ‘no’ to child labour

Ama Seery, ESG Analyst on the Global Sustainable Equity Team, examines the explosive demand for cobalt – used to power the batteries of mobile devices – and the many risks associated with its supply.

Finding Opportunity
Investment Viewpoints

Finding Opportunity

Portfolio Managers John Pattullo and Jenna Barnard, CFA explain how they find investment opportunities.