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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Taking Cues from a “Methodical” Fed
Quick Views Interest rates

Taking Cues from a “Methodical” Fed

Investors would be well-served by following the Federal Reserve’s lead in basing decisions on incoming data.

Reassessing Rates, Risks and Inflation
Quick Views Interest rates

Reassessing Rates, Risks and Inflation

From the JHI Global Media Conference: A look at the key risks for equity and fixed income markets through the end of 2021.

Inflation Outlook: A Celebration of Growth or Central Bank Complacency?

Inflation Outlook: A Celebration of Growth or Central Bank Complacency?

From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.

Come on Down: Is Inflation Priced Right?

Come on Down: Is Inflation Priced Right?

A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.

When Forecasts Fall Short, Humility and Diversity are Key

When Forecasts Fall Short, Humility and Diversity are Key

On the challenges of forecasting interest rates in uncertain markets.

Not Your Traditional Cycle

Not Your Traditional Cycle

Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.

Forecasts can fall short; humility and diversity are key

Forecasts can fall short; humility and diversity are key

While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.

Opportunities and risks in a multi-speed recovery

Opportunities and risks in a multi-speed recovery

Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.

Dystopia 2.0? Assessing the post-COVID landscape

Dystopia 2.0? Assessing the post-COVID landscape

COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?

Market and Economy Giving Fed What It Wants
Quick Views Interest rates

Market and Economy Giving Fed What It Wants

Even with an update to its interest rate projections that is perhaps overdue, the Fed can still afford to be patient.

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.

Disappointing Payroll Data Doesn’t Change Our Outlook

Disappointing Payroll Data Doesn’t Change Our Outlook

Head of U.S. Fixed Income Greg Wilensky shares his thoughts on today’s employment report and why it doesn’t change our long-term outlook.