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.

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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Reflation Train: Arriving on Time

Reflation Train: Arriving on Time

Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.

Uncovering Opportunities in Today’s Bond Market

Uncovering Opportunities in Today’s Bond Market

Where to find opportunities to harvest higher yields with lower sensitivity to rising interest rates.

Choice Growth: Potential Opportunities from High Yield Expansion
Quick Views Coronavirus Credit

Choice Growth: Potential Opportunities from High Yield Expansion

Why the rise in the size of the high yield bond market is to be welcomed.

Don’t fight the wave of rising rates, surf it

Don’t fight the wave of rising rates, surf it

Greg Wilensky discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise.

Harvesting higher yields in today’s bond markets

Harvesting higher yields in today’s bond markets

John Kerschner and Seth Meyer discuss the opportunities available in bond markets, despite rising interest rates.

ESG in credit investing: themes, considerations and implementation

ESG in credit investing: themes, considerations and implementation

Adrienn Sarandi, Director of Fixed Income ESG, answers some of the frequently asked questions around ESG investing, including whether COVID-19 has altered its evolution.

Navigating Fixed Income’s Inefficient Frontier

Navigating Fixed Income’s Inefficient Frontier

How bond investors may be able to take advantage of fixed income markets’ inefficiencies.

Keeping It Real: Interpreting the Climb in Bond Yields

Keeping It Real: Interpreting the Climb in Bond Yields

The recent steep rise in yields has unsettled markets.

Reflation: Is This the Real Thing or Just Fantasy?

Reflation: Is This the Real Thing or Just Fantasy?

A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.

Finding Value in Each Other: Active Collaboration in Stock and Bond Analysis

Finding Value in Each Other: Active Collaboration in Stock and Bond Analysis

Assessing the benefits of active collaboration in stock and bond analysis.

Valuing High Yield’s Improving Credit Quality
Quick Views Credit

Valuing High Yield’s Improving Credit Quality

Assessing the impact of rising credit quality on high yield spreads.

Exploiting Two-Way Traffic in High Yield
Quick Views Credit

Exploiting Two-Way Traffic in High Yield

Taking a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.