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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Global Perspectives: No One’s Listening to the Bond Markets
Quick Views Credit Interest rates

Global Perspectives: No One’s Listening to the Bond Markets

Bond markets are once again sending a message on rates. Is anyone listening?

Ego Is the Enemy: Don’t Let Hubris Be the Downfall of Your Estate Plan

Ego Is the Enemy: Don’t Let Hubris Be the Downfall of Your Estate Plan

Talking about end-of-life issues means coming to terms with mortality, which can be a serious threat to our ego.

Sustainable Investing Gets Active

Sustainable Investing Gets Active

We believe active managers are in a position to drive positive change amid the shift to sustainability.

A Dollar Saved Is a Dollar Earned: The Importance of Financial Lessons from Parents

A Dollar Saved Is a Dollar Earned: The Importance of Financial Lessons from Parents

Research shows that receiving financial education from our parents can lead to improved financial behaviors.

Drug-Pricing Reform an Uphill Battle
Quick Views Healthcare

Drug-Pricing Reform an Uphill Battle

Why the push for government-negotiated drug prices could prove to be a Sisyphean task.

Progressing Toward a Sustainable Global Economy

Progressing Toward a Sustainable Global Economy

Why we believe active engagement is key to gauging companies’ progress on addressing environmental and social issues.

In the Transition to Zero Carbon, the Resources Sector Is a Natural Fit

In the Transition to Zero Carbon, the Resources Sector Is a Natural Fit

Natural resources companies will play a key role in the transition to a low-carbon economy.

Sustainable Investing: The Defining Decades

Sustainable Investing: The Defining Decades

A look at the developments that have shaped sustainable investing and the world we live in today.

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

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.

Understanding the Impact of Delta

Understanding the Impact of Delta

The highly infectious variant of COVID-19 has led to rising case numbers, but we explain why a return to normalcy is still within striking distance.

Beating the Biotech Blues
Quick Views Healthcare

Beating the Biotech Blues

The sector is experiencing its worst period of relative underperformance on record. But some of history’s biggest biotech pains have been followed by memorable gains.