Global Fixed Income Compass
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Insights
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.
Notes from the Road in Taiwan
The Global Emerging Market Equities Team recently visited Taiwan, a country that has been a source of high-quality companies over the years. Here the team examines key findings, risks and opportunities from the trip.
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.
Global Sector Views
Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.
Is the Divide Between New and Old Tech Widening?
Technology plays a part in virtually every company. Watch Portfolio Manager Marc Pinto discuss the evolution of new tech, e-commerce and retail on Bloomberg TV.
The Dangers of Benchmark Investing in Global Emerging Market Equities
Explore key drawbacks of investing based on the benchmark and why selectivity is paramount to balancing long-term opportunities against risks within emerging market equities.