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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Developments in the gilt market — RPI and green gilts
Investment Viewpoints

Developments in the gilt market — RPI and green gilts

Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies and Bethany Payne, Portfolio Manager, outline the implications of the announcements by the UK government in November 2020, that RPI will be aligned with CPIH from February 2030 and green gilts are to be issued from this year.

A fertile ground for European smaller companies stock pickers in 2021

A fertile ground for European smaller companies stock pickers in 2021

European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.

ESG in 2021: closing the expectations gap

ESG in 2021: closing the expectations gap

Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.

A “monetarist” perspective on current equity markets – January 2021
Global Perspectives

A “monetarist” perspective on current equity markets – January 2021

Monetary indicators suggest an increase in market volatility in early 2021 and a sustained inflation rise into 2022, argues Simon Ward, Economic Adviser.

A blue wave or a blue swell?

A blue wave or a blue swell?

With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.

A step closer to a digital future

A step closer to a digital future

Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.

What is next for US large cap growth equities?

What is next for US large cap growth equities?

Portfolio Manager Doug Rao explains the current dynamic in large cap growth equities and evaluates the outlook moving forward.

Global monetary backdrop less market-friendly at end-2020
Global Perspectives

Global monetary backdrop less market-friendly at end-2020

A key measure of global “excess” money has turned negative, suggesting increased downside risk for markets, argues Simon Ward, Economic Adviser.

Inflation: is this the real thing? Is this just fantasy?…

Inflation: is this the real thing? Is this just fantasy?…

John Pattullo, Co-Head of Strategic Fixed Income, explains why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.

European equities: remain agile in 2021

European equities: remain agile in 2021

Jamie Ross, European equities portfolio manager, argues that a disciplined, balanced approach is key to this asset class in 2021.

The speed of change in emerging markets is unknown but the direction is not

The speed of change in emerging markets is unknown but the direction is not

Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.

Could the shift to value propel European equities in 2021?

Could the shift to value propel European equities in 2021?

John Bennett, Director of European Equities, shares his view on the outlook for European equities in 2021.