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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Making Sense of COVID-19 Vaccine IP Waivers

Making Sense of COVID-19 Vaccine IP Waivers

Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

The Defense Industry Shows Resilience

The Defense Industry Shows Resilience

Amid political change and economic recovery, what is the outlook for the defense industry?

Secular Tech Themes Still Intact

Secular Tech Themes Still Intact

Powerful secular themes are still the main driver to long-term tech earnings growth.

Vaccines Prove Their Worth for Global Health Care

Vaccines Prove Their Worth for Global Health Care

In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.

Access to Medicine: The Need for Innovation, Partnerships and Data Capture

Access to Medicine: The Need for Innovation, Partnerships and Data Capture

How pharmaceutical companies are addressing the issue of inequitable access to medicine.

Accelerating Growth for 2021?
Quick Views Coronavirus

Accelerating Growth for 2021?

Though risks remain, we expect an accelerating and broadening economic recovery in 2021.

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.

Other Companies Join Tech Earnings Party

Other Companies Join Tech Earnings Party

Tech stocks are currently positioned to benefit from both secular and cyclical factors.

Global Perspectives: Sustainable Investing in Clean Technologies

Global Perspectives: Sustainable Investing in Clean Technologies

A transformative synchronized investment boom into clean technologies is underway in the U.S. and beyond.

Inflation and Property Equities: Time to Get “Real”

Inflation and Property Equities: Time to Get “Real”

A discussion of the impact of rising inflation and interest rate expectations on listed real estate.

GDP, the Fed and Biden’s Address: Recapping the Last 24 Hours
Quick Views Interest rates

GDP, the Fed and Biden’s Address: Recapping the Last 24 Hours

A recap and discussion of three significant economic events from the past 24 hours.

Global Sustainable Equity: News and Opportunities (April 2021)

Global Sustainable Equity: News and Opportunities (April 2021)

Reflecting on 2021 so far and looking ahead to the opportunities in the world of sustainability.