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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Do Credit Ratings Obscure Risk and Deter Opportunities?
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Do Credit Ratings Obscure Risk and Deter Opportunities?

Portfolio Managers John Lloyd and Seth Meyer discuss why credit ratings may not be an accurate reflection of risk.

China: Resilient Despite Challenges
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China: Resilient Despite Challenges

China Equities Portfolio Manager May Ling Wee discusses sectors in China that she believes could represent attractive investment opportunities.

UK Election Signals Inflows and Takeovers
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UK Election Signals Inflows and Takeovers

Portfolio Manager Laura Foll discusses the UK equity market’s reaction to Conservatives’ sweeping win and the long-term implication for investors.

Bond and Equity Markets Sending Mixed Signals on Economic Outlook

Bond and Equity Markets Sending Mixed Signals on Economic Outlook

John Pattullo, Co-Head of Strategic Fixed Income, provides insight on the chances of a soft or hard landing for the U.S. economy.

Roundtable Discussion: Navigating Low Rates and Political Upheaval
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Roundtable Discussion: Navigating Low Rates and Political Upheaval

Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England talk candidly about how geopolitics and low interest rates are influencing the market.

Market GPS: Consumer Spending and Low Rates Favor Stocks in 2020

Market GPS: Consumer Spending and Low Rates Favor Stocks in 2020

A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.

Three Reasons Investors Should Consider Global REITs
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Three Reasons Investors Should Consider Global REITs

In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.

Quest for Yield Means Making Cash Work Harder
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Quest for Yield Means Making Cash Work Harder

Portfolio Manager Dan Siluk discusses the challenges of generating positive yield amid falling rates and economic uncertainty.

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.