Insights

Investment Insights by our experts and thought leaders

Update on GIIPS' External Accounts

Regarding our long-standing theme of rebalancing in the Eurozone, recent trends have been more negative, so we offer this summary with some relevant charts.

Japan's Dividend Resurgence: “Show Me the Money”

Last month we described Japan’s “Show me the Money” corporate governance as regards the sharp rise in corporate profit margins to new highs. This theme is paralleled by the trend in dividend payments.

“Identifying Future Quality” Global Equity Capability

Multi Asset Strategies to Capture Growth with Lower Volatility

The changing shape of China's economy