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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.

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 Average Outcome (Almost) Never Happens
Quick Views Volatility

The Average Outcome (Almost) Never Happens

Portfolio Manager Aneet Chachra looks at strategist predictions for 2022 and shows how one-year returns rarely match the average.

Euro investment grade: A test of discipline in 2022

Euro investment grade: A test of discipline in 2022

Tim Winstone, corporate credit manager, discusses how a cautious and steady approach to steering through 2022 makes sense for both the European Central Bank (ECB) and investors.

Absolute return investing: take care not to trip on the road to normality
Investment Viewpoints

Absolute return investing: take care not to trip on the road to normality

Luke Newman considers whether the risk of a policy misstep is the biggest problem for markets in 2022.

Multi-asset in 2022: Prepare for all seasons

Multi-asset in 2022: Prepare for all seasons

Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.

Emerging Market Debt: A pivotal year for China

Emerging Market Debt: A pivotal year for China

Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.

US fixed income: finding a balance in rates and inflation

US fixed income: finding a balance in rates and inflation

Why continued uncertainty reinforces the value of maintaining an allocation to high-quality bonds.

Natural resources: the nexus of sustainable development and decarbonisation

Natural resources: the nexus of sustainable development and decarbonisation

The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.

ESG: Forks in the road

ESG: Forks in the road

2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.

Alternatives 2022: has the bull gone far enough?

Alternatives 2022: has the bull gone far enough?

Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.

Secured Credit: 2022 – year of the ‘carry’?

Secured Credit: 2022 – year of the ‘carry’?

What is in store for secured credit markets in 2022? Colin Fleury, Head of Secured Credit, shares his views.

Despite headwinds, progress continues for US equities

Despite headwinds, progress continues for US equities

Portfolio Manager Jeremiah Buckley sees continued progress in US equities amid the economic recovery.

Sustainable equities: maintain focus on long term secular growth

Sustainable equities: maintain focus on long term secular growth

Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.