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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Will the Value Rotation Continue Through a Broader Economic Recovery?

Will the Value Rotation Continue Through a Broader Economic Recovery?

Can value continue to lead through a broader economic recovery?

U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality

U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality

Perkins Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in U.S. small-cap value equities.

Can a Broader Recovery Spur a Value Rotation?

Can a Broader Recovery Spur a Value Rotation?

A discussion of recent positive developments that may spur a broader economic recovery and a rotation into value stocks.

Is it time for the European Renaissance?

Is it time for the European Renaissance?

John Bennett, Director of European Equities, explains the potential turning point in markets that could propel European equities to compete with the long-running and seemingly invincible US bull market.

Is now the time for defensive value?

Is now the time for defensive value?

Portfolio Manager Justin Tugman discusses factors that may point to a leadership change from growth to value stocks. He also explores the potential a defensive-value based approach offers investors concerned with ongoing market volatility and lofty stock valuations.

Fall Harvest: Preparing Portfolios for the Next Season
Quick Views Value Equities

Fall Harvest: Preparing Portfolios for the Next Season

Now may be the time for investors to evaluate their portfolios and prepare for the next season.

Investors: Step Back from the Market’s Edge

Investors: Step Back from the Market’s Edge

Current market extremes present shifting reward-to-risk opportunities.

Rethinking Investing as COVID-19 Persists

Rethinking Investing as COVID-19 Persists

With the current pandemic expected to disrupt the economy for many months to come, investors should recognize the likely impacts on their portfolios.

Know What You Own: Small-Cap Investing through a Market Shock

Know What You Own: Small-Cap Investing through a Market Shock

Small-cap company characteristics within an index can vary widely, creating hidden risks.

After the Crisis: Finding Long-Term Value in Small-Cap Stocks

After the Crisis: Finding Long-Term Value in Small-Cap Stocks

Identifying small-cap companies that can survive the crisis and deliver value over the long term.

What’s Behind the Historic Valuation Gap in Equities?

What’s Behind the Historic Valuation Gap in Equities?

Director of Research Carmel Wellso explains how disruption in multiple sectors has led to a wide valuation gap.