Global Fixed Income Compass
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Insights
Real Return of 5%…What Does It Look Like in Nominal Terms?
A guaranteed real return of 5.0% represents the holy grail for most investors. But, what does real return of 5.0% look like for health care institutions?
Breaking Down Plastic Pollution
Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.
Global Sector Views
Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.
Global Equities: Removing the Guesswork Amid Brexit Uncertainty
Brexit remains one of the key political and economic uncertainties for investors in Europe. Learn more from Global Equity Portfolio Manager, Steve Weeple.
Global Dividend Index
A long-term study into global dividend trends, analyzing dividends paid each quarter by the 1,200 largest firms by market capitalization.
Going With the Flow in Life, Not Investing
Perkins Chief Investment Officer Greg Kolb shares his equity market insights.
Tightening Financial Conditions May Expose Untested Markets
Equity analyst Barrington Pitt Miller explains how a vulnerable market infrastructure may lead to a liquidity crunch with dire consequences in key markets.
Understanding Market Volatility
In the first of two videos, George Maris, Co-Head of Equities – Americas, discusses fundamental reasons for the return of market volatility.
Global Property Equities: Going the Distance
Tim Gibson shares why he is keeping a close eye on U.S. interest rates and notes that disruption is unearthing opportunities for property equities investors.
Currents of Disruption: Streaming into the Future of Cable
Research analysts Josh Cummings, Tom DeLong and Joe Furmanski discuss the disruption of traditional video distributors driven by the increase in Internet-delivered streaming.
Sustainable and Responsible Investment: Positive Impact Companies
Hamish Chamberlayne, Portfolio Manager of the Global Sustainable Equity Strategy, explains his team’s approach to stock selection.
A View from the Bottom: Economic Backdrop Not as Bad as Sell-Off Suggests
Portfolio Managers Jonathan Coleman, CFA, and Scott Stutzman, CFA, share their insights on December’s market slide, and where they see opportunity after the sell-off.