To US Financial Professionals servicing non-US persons

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.

Alternative Perspectives

Insight from our alternatives team 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

The semiconductor shortage: why more than tech investors should care

The semiconductor shortage: why more than tech investors should care

Portfolio Manager Denny Fish and analyst Shaon Baqui posit that semiconductor producers face an uphill battle in meeting rising demand for chips as the digitization of the global economy accelerates.

Rates update: yields move higher – September spike or sustained trend?

Rates update: yields move higher – September spike or sustained trend?

The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.

Minivans and flows

Minivans and flows

Investors should keep in mind the impact, both positive and negative, of fund flows on index price moves over the short term.

Commodities – super cycle or just good sense?

Commodities – super cycle or just good sense?

With multiple structural tailwinds and the risk of inflation making headlines, can commodities offer viable diversification for a modern portfolio?

Autocallables and the art of risk transfer
Global Perspectives

Autocallables and the art of risk transfer

With multiple structural tailwinds and the risk of inflation making headlines, can commodities offer viable diversification for a modern portfolio?

Investing in the future with REITs 3.0

Investing in the future with REITs 3.0

Portfolio Manager Greg Kuhl provides an overview of how REITs have evolved since first created sixty years ago to being an asset class very much relevant today and beyond.

Looking to sustainability for opportunity

Looking to sustainability for opportunity

Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.

Blink and you’ll miss it

Blink and you’ll miss it

Are we setting up for one of the shortest business cycles in history?

Tapering without the tantrum
Global Perspectives

Tapering without the tantrum

We believe the Fed learned its lesson from the 2013-2014 “taper tantrum,” and efforts to better communicate its intentions will result in lower volatility this time around.

Truffle hunting in credit

Truffle hunting in credit

While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.

Sustainable investing gets active

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

The taper is (almost) here: what it means for bond investors
Quick Views Interest rates

The taper is (almost) here: what it means for bond investors

The imminent arrival of tapering by the US Federal Reserve amplifies challenges facing bond investors.