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Global Perspectives

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.

Decarbonisation in EM Index

Perspectives on decarbonisation challenges facing Asia, with examples from China, India and the Republic of Korea.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

LATEST INSIGHTS

Ukraine investment considerations: time in the market beats market-timing

Ukraine investment considerations: time in the market beats market-timing

What history can teach us about the potentially costly effects of making drastic portfolio changes during uncertain times.

Things have changed: the options market suggests monetary tightening to moderate

Things have changed: the options market suggests monetary tightening to moderate

Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.

Evaluating the market impact of the Russia/Ukraine conflict: a multi-asset view

Evaluating the market impact of the Russia/Ukraine conflict: a multi-asset view

Paul O’Connor, Head of the UK-based Multi-Asset Team, addresses the initial market response to events unfolding in Eastern Europe.

Russia/Ukraine: Implications from an EM Investment Perspective

Russia/Ukraine: Implications from an EM Investment Perspective

Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.