Markets & insights

Access our best thinking on the issues our clients care about the most. Our podcasts, videos and articles are designed to provide insights on the hardest challenges investors face.

Listen

A deep dive into the investing world. Join our podcast, where we sit down with some of our top investment strategists.

Watch

Got five minutes for global markets? Our short weekly videos put you face-to-face with our investment experts.

Read

Access the insights of our industry-leading authorities on global markets, advisor issues and institutional investing.

Market forecasts

Global Market Outlook

Navigating global markets is more challenging than ever. To get a sharper view, access the data-driven insights of our global investment strategists.

Latest Report

Equity Manager Outlook

Is the tech-fueled rebound in equity markets beginning to expand to other sectors? While there are some signs of a broadening in the recovery that began at the end of March, the market rebound continues to be primarily driven by stocks benefiting the most from trends toward digitization and e-commerce—shifts that have been accelerated by the coronavirus pandemic.

Latest Report

Fixed Income Survey

We assess the outlook across the fixed-income landscape by surveying bond and currency managers throughout the year.

Latest Survey

Other insights

Insights library

Explore our library of longform research. We have a long tradition of deep thinking on the most complex challenges investors face.

Insights library

Downside Management Toolkit

Are you prepared for the next downside market swing? How do you get downside protection? This content collection can help with your investment risk management, share how we've been managing downside risk in our portfolios, and equip you with important truths to hold onto during unavoidable market volatility.

Downside Management Toolkit

ESG Survey

Are you interested in ESG and responsible investing? Understand more about how asset managers are integrating ESG considerations in their portfolios with our ESG survey.

ESG Survey