For financial professionals in Denmark

Global Perspectives

Equity Perspectives

Quarterly insight from our equity 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.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Corporate Debt Index

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

Decarbonisation in EM Index

Perspectives on decarbonisation challenges facing Asia, with examples from China, India and the Republic of Korea.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Got your back? Europe’s fragmentation problem

Got your back? Europe’s fragmentation problem

All eyes are on the European Central Bank (ECB) in its bid to tame inflation, but could tightening monetary policy at this point usher in different risks? Portfolio manager Bethany Payne considers the ECB’s options.

Investing in the “local for local” economy

Investing in the “local for local” economy

As supply chain troubles persist, more companies are considering reshoring operations – and looking to technology to make the transition possible.

The value of financial advice in turbulent times

The value of financial advice in turbulent times

Financial professionals can be instrumental in boosting clients’ investing confidence and helping them stay focused on long-term goals.

An altered backdrop forces investors to adjust

An altered backdrop forces investors to adjust

Investors must be willing to think differently in a changing market.

Absolute Return Fixed Income: The bumpy return of duration risk

Absolute Return Fixed Income: The bumpy return of duration risk

Facing structurally higher interest rates, bond investors must again prioritize duration risk.

Credit’s response as the policy brakes tighten

Credit’s response as the policy brakes tighten

As central banks seek to put the brakes on higher inflation, how is this affecting credit markets?

Walking the QT tightrope

Walking the QT tightrope

Supporting actors don’t usually steal the show, but quantitative tightening has a disruptive reputation.

Damage control: has the Fed learned its lesson?

Damage control: has the Fed learned its lesson?

Taking cues from the market, the Fed gave a nod to inflation reality by raising policy rates by three-quarters of a percentage point.

Multi-asset outlook Q2 2022 – This is going to hurt

Multi-asset outlook Q2 2022 – This is going to hurt

Paul O’Connor discusses the looming likelihood of recession in the near future.

An opportunity from dispersion in Europe?

An opportunity from dispersion in Europe?

While the ECB is focused on gradually pressing the brakes to tame inflation, its exit from quantitative easing will continue to shape credit markets and create opportunities and risks for investors.

Inflation’s nuanced impact on innovation in emerging markets

Inflation’s nuanced impact on innovation in emerging markets

Inflation and policy tightening is causing innovative emerging market companies to shift priorities.

Global Perspectives: Opportunities from ESG headwinds

Global Perspectives: Opportunities from ESG headwinds

How energy price inflation is helping to accelerate the adoption of companies providing sustainable solutions.