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.

LATEST INSIGHTS

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U.S. Fixed Income: Finding a Balance in Rates and Inflation

U.S. Fixed Income: Finding a Balance in Rates and Inflation

Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.

Emerging Market Equities: Balancing the Promise of Innovation with the Risk of Inflation

Emerging Market Equities: Balancing the Promise of Innovation with the Risk of Inflation

The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.

High-Yield Bonds: Looking Under the Hood
Quick Views Annual Outlook Credit

High-Yield Bonds: Looking Under the Hood

Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.

Alternatives 2022: Has the Bull Gone Far Enough?
Quick Views Annual Outlook

Alternatives 2022: Has the Bull Gone Far Enough?

Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.

The Nexus of Sustainable Development and Decarbonization
Quick Views Annual Outlook

The Nexus of Sustainable Development and Decarbonization

The outlook for natural resources as decarbonization and the growing global emphasis on sustainability create powerful, multi-decade investment opportunities.

Sustainable Equities: Maintain Focus on Long-Term Secular Growth

Sustainable Equities: Maintain Focus on Long-Term Secular Growth

Our Head of Global Sustainable Equities explains why investors should not be wrong-footed amid increased volatility in 2022.

Strategic Fixed Income: A More Fertile Environment for Bond Returns
Quick Views Annual Outlook Credit

Strategic Fixed Income: A More Fertile Environment for Bond Returns

Jenna Barnard and John Pattullo believe developed market government bonds have a surprise in store in 2022.

The Return of Inflation: What it Could Mean for Markets and the Economy

The Return of Inflation: What it Could Mean for Markets and the Economy

Investors should be mindful of how the future path of inflation can impact the economy, policy and financial markets.

Global Property Equities: Evolving for the Better into 2022 and Beyond

Global Property Equities: Evolving for the Better into 2022 and Beyond

The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.

Despite Headwinds, Progress Continues for U.S. Equities

Despite Headwinds, Progress Continues for U.S. Equities

Portfolio Manager Jeremiah Buckley sees continued progress in U.S. equities amid the economic recovery.

Unlocking Value in Health Care Stocks

Unlocking Value in Health Care Stocks

Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of health care a boost in 2022.

Introducing the REITs 3.0 Flywheel
Quick Views Property Equities

Introducing the REITs 3.0 Flywheel

Explaining the concept of the REITs 3.0 flywheel and how its virtuous cycle of sustainable growth could generate value for investors.