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.

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.

Sustainable investing gets active

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

ESG and Women – product design matters

ESG and Women – product design matters

Businesses often fall short of the requirements that make a gender-neutral product genuinely inclusive for women. So, how can companies incorporate truly inclusive design?

Natural resources: paving the way towards net zero

Natural resources: paving the way towards net zero

Natural resources play a key role in combatting climate change, with exciting opportunities for investors.

Drug-pricing reform an uphill battle

Drug-pricing reform an uphill battle

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

Decarbonisation: how can investors lead the charge to reaching net zero by 2050?

Decarbonisation: how can investors lead the charge to reaching net zero by 2050?

From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.

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.

Sustainable investing – the defining decades
Investment Viewpoints

Sustainable investing – the defining decades

A lot can happen in 30 years. Over the past three decades, we have seen explosive progress in science, technology and communications. In the same timeframe, the need for sustainable practices has become paramount.

Understanding the impact of delta

Understanding the impact of delta

In the latest video from our ongoing COVID-19 series, Portfolio Manager Dan Lyons and Research Analyst Agustin Mohedas explain why, as well as how the effort to end the pandemic is impacting biopharma.

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.