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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

Taking cues from a “methodical” Fed

Taking cues from a “methodical” Fed

With valuations high and the global economy reopening, fixed income portfolio managers Dan Siluk and Jason England argue that investors should take a methodical approach in assessing what is next for the bond market.

e-CNY: slow burn to rapid acceleration?

e-CNY: slow burn to rapid acceleration?

Jennifer James, Emerging Market Credit Portfolio Manager, explores how the People’s Bank of China’s digital currency has been several years in the making but has the potential to rapidly reshape the payments industry.

Innovation and low valuations tailwinds for healthcare

Innovation and low valuations tailwinds for healthcare

Despite delivering positive returns, healthcare underperformed the broad market in the first half of the year. Portfolio Manager Andy Acker explains some of the reasons why – as well as why he is optimistic about the sector’s outlook.

Global Sustainable Equity: news and opportunities (July 2021)

Global Sustainable Equity: news and opportunities (July 2021)

Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.

Tech + football = a winning partnership

Tech + football = a winning partnership

Portfolio managers Alison Porter, Graeme Clark and Richard Clode delve into how technology is transforming every aspect of football.

How is China facing up to changing demographics?

How is China facing up to changing demographics?

Portfolio manager May Ling Wee discusses China’s challenges and responses to an ageing population and what this means for investors.

Biopharma’s targeted approach to growth

Biopharma’s targeted approach to growth

A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.

Absolute return: is it time for a new path?

Absolute return: is it time for a new path?

Portfolio Manager Luke Newman considers the role that absolute return can play in improving diversification for investors concerned about equity/bond risk in the post-pandemic era.

Value resurgence?

Value resurgence?

Nick Sheridan, European value portfolio manager, explains why he expects value investing to return to the fore.

Market and economy are giving Fed what it wants

Market and economy are giving Fed what it wants

Greg Wilensky and Jason England explain that even with an update to its interest rate projections that is perhaps overdue, the Fed can afford to be patient.

Forecasts can fall short; humility and diversity are key

Forecasts can fall short; humility and diversity are key

While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.

Opportunities and risks in a multi-speed recovery

Opportunities and risks in a multi-speed recovery

Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.