Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Fixed Income Perspectives

Quarterly insight from our fixed income team to help clients navigate the markets and opportunities ahead.

Market GPS Investment Outlook 2020

What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.

LATEST INSIGHTS

Innovation and healthcare amid COVID-19

Innovation and healthcare amid COVID-19

Portfolio Manager Andy Acker discusses how advances in healthcare have come into focus during the coronavirus pandemic and what that could mean for the sector long term.

Coronavirus and healthcare: a complex dynamic

Coronavirus and healthcare: a complex dynamic

As the coronavirus spreads, some healthcare companies have warned about falling revenues, while other firms are working on a treatment – and seeing their stocks rise. But Portfolio Manager Andy Acker says investors should not lose sight of the big picture.

The outlook for healthcare stocks in 2020

The outlook for healthcare stocks in 2020

In the US, healthcare was a political focal point in 2019, and will likely remain so in 2020. But amid impeachment proceedings and rampant discord in Washington, the odds that the US Congress will pass sweeping healthcare legislation look low, says Portfolio Manager Andy Acker. Meanwhile, the threat of reform is prompting more innovation, which could help drive growth over the long term.

Can biotech bounce back?

Can biotech bounce back?

Biotechnology stocks have been suffering a decline for some months. But while the sector faces some challenges, attractive valuations and a rapid pace of medical innovation could become difficult for investors to ignore, says Portfolio Manager Andy Acker.