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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

Got your back? Europe’s fragmentation problem

Got your back? Europe’s fragmentation problem

All eyes are on the European Central Bank (ECB) in its bid to tame inflation, but could tightening monetary policy at this point usher in different risks? Portfolio manager Bethany Payne considers the ECB’s options.

Investing in the “local for local” economy

Investing in the “local for local” economy

As supply chain troubles persist, more companies are considering reshoring operations – and looking to technology to make the transition possible.

European equities: do not take a binary approach

European equities: do not take a binary approach

Is the worst yet to come for equity investors?

The value of financial advice in turbulent times

The value of financial advice in turbulent times

Financial professionals can be instrumental in boosting clients’ investing confidence and helping them stay focused on long-term goals.

Is all the bad news over for the equity market?

Is all the bad news over for the equity market?

Markets have been gripped by renewed and higher volatility in 2022, but has it turned equities into a buy? Portfolio Manager Oliver Blackbourn considers what current market indicators suggest.

An altered backdrop forces investors to adjust

An altered backdrop forces investors to adjust

Investors must be willing to think differently in a changing market.

Fixed income returns in 2022: Have our bonds betrayed us?

Fixed income returns in 2022: Have our bonds betrayed us?

Following a recent drawdown, can U.S. fixed income still fulfil its role in a diversified portfolio?

Absolute Return Fixed Income: The bumpy return of duration risk

Absolute Return Fixed Income: The bumpy return of duration risk

Facing structurally higher interest rates, bond investors must again prioritize duration risk.

Credit’s response as the policy brakes tighten

Credit’s response as the policy brakes tighten

As central banks seek to put the brakes on higher inflation, how is this affecting credit markets?

Walking the QT tightrope

Walking the QT tightrope

Supporting actors don’t usually steal the show, but quantitative tightening has a disruptive reputation.

Damage control: has the Fed learned its lesson?

Damage control: has the Fed learned its lesson?

Taking cues from the market, the Fed gave a nod to inflation reality by raising policy rates by three-quarters of a percentage point.

Healthcare tech: interesting opportunities but beware the hype

Healthcare tech: interesting opportunities but beware the hype

Healthcare technology companies are providing solutions to the rising demand for healthcare, but what are the implications for investors?