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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Research in Action: Tech’s Mega Themes Show No Signs of Slowing

Research in Action: Tech’s Mega Themes Show No Signs of Slowing

Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.

How do ESG factors impact valuations within the technology sector?

How do ESG factors impact valuations within the technology sector?

Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.

Global Technology: Taking Volatility in Stride
Quick Views Technology Volatility

Global Technology: Taking Volatility in Stride

Recent volatility says little about the tech sector’s intact ability to reshape the global economy.

Computing Evolution: Investing in the Metaverse

Computing Evolution: Investing in the Metaverse

Investing in the new digital reality of the metaverse.

Research in Action: FinTech’s Extraordinary Evolution
Quick Views Technology

Research in Action: FinTech’s Extraordinary Evolution

A discussion about the rapid changes occurring in FinTech, disruption to industry incumbents and opportunities for investors.

Technology is Enabling Sustainability

Technology is Enabling Sustainability

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

Global Technology Markets Seek Normalcy in 2022

Global Technology Markets Seek Normalcy in 2022

As the global economy normalizes, tech stocks could benefit from a convergence of secular and cyclical forces.

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.

Global Tech Stocks: Keeping Perspective in a Complex Environment
Quick Views China Technology

Global Tech Stocks: Keeping Perspective in a Complex Environment

With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.

Research in Action: Investing in the Renewable Revolution

Research in Action: Investing in the Renewable Revolution

The energy transition could impact every facet of the global economy. Here’s what investors should consider as the switch to renewables unfolds.

The Semiconductor Shortage: Why More than Tech Investors Should Care

The Semiconductor Shortage: Why More than Tech Investors Should Care

The current semiconductor shortage may be more pervasive and longer-lasting than many expect.

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

While near-term risks exist, the trajectory of emerging markets remains on stable footing