For financial professionals in Denmark

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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.

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.

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Glimmers of hope in Chinese monetary details
Global Perspectives

Glimmers of hope in Chinese monetary details

A recovery in household money growth could be an early signal of improving economic prospects, argues Simon Ward, Economic Adviser.

Why has the UK RPI / CPI inflation gap surged?
Global Perspectives

Why has the UK RPI / CPI inflation gap surged?

The retail prices index is giving a more worrying message about inflationary pressures because it incorporates house prices and has been less affected by changes in basket weights, argues Simon Ward, Economic Adviser.

Growth in the next phase of recovery

Growth in the next phase of recovery

While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.

Climate emergency but the investment industry can make a difference

Climate emergency but the investment industry can make a difference

Amarachi Seery, Sustainability Analyst, sheds some positive light on the latest IPCC Report which outlined the harsh reality of the current state of the climate.

Disappointing July money data
Global Perspectives

Disappointing July money data

Global money growth failed to revive last month, suggesting that an expected H2 economic slowdown will extend into early 2022, argues Simon Ward, Economic Adviser.

Global money trends at critical juncture
Global Perspectives

Global money trends at critical juncture

Q3 monetary data will be key for assessing whether a likely near-term global industrial slowdown represents a temporary pause of the beginning of a larger downswing, argues Simon Ward, Economic Adviser.

ISG Insight: Thriving in the bond market

ISG Insight: Thriving in the bond market

Recent months have seen macro and microeconomic fundamentals broadly improve and corporate bond markets are priced for this to continue. We dedicated an ISG meeting to consider what could go wrong and how fixed income markets might respond.

Taking cues from a “methodical” Fed

Taking cues from a “methodical” Fed

With valuations high and the global economy reopening, fixed income portfolio managers Dan Siluk and Jason England argue that investors should take a methodical approach in assessing what is next for the bond market.

e-CNY: slow burn to rapid acceleration?

e-CNY: slow burn to rapid acceleration?

Jennifer James, Emerging Market Credit Portfolio Manager, explores how the People’s Bank of China’s digital currency has been several years in the making but has the potential to rapidly reshape the payments industry.

Innovation and low valuations tailwinds for healthcare

Innovation and low valuations tailwinds for healthcare

Despite delivering positive returns, healthcare underperformed the broad market in the first half of the year. Portfolio Manager Andy Acker explains some of the reasons why – as well as why he is optimistic about the sector’s outlook.

Global slowdown on track, is real money growth bottoming?

Global slowdown on track, is real money growth bottoming?

Economic growth is likely to disappoint in H2 2021 but Chinese policy easing could contribute to a recovery in global real money expansion, improving prospects for H1 2022, argues Simon Ward, Economic Adviser.

Global Sustainable Equity: news and opportunities (July 2021)

Global Sustainable Equity: news and opportunities (July 2021)

Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.