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.

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Absolute return in an inflationary world

Absolute return in an inflationary world

Portfolio Manager Luke Newman considers the opportunities for equity long/short strategies in a world of higher-than-expected inflation, with persistent supply chain issues and rising energy prices pressuring governments and central banks to shift policy.

Investing through a paradigm shift in US mid-cap growth

Investing through a paradigm shift in US mid-cap growth

What a fundamentally changed market could mean for US mid-cap growth investors.

ISG Insight: What goes up must come down

ISG Insight: What goes up must come down

Markets have fastened on to some dramatic inflation headlines in recent months but as economic growth comes under pressure is there a risk of policy error?

Navigating market risks in US small-cap growth

Navigating market risks in US small-cap growth

Navigating risks that have emerged in US small-cap growth stocks.

What to watch for next as investors navigate volatile markets

What to watch for next as investors navigate volatile markets

Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.

The UK’s dovish turn: The £ gets pounded

The UK’s dovish turn: The £ gets pounded

The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.

Maintaining focus in challenging markets

Maintaining focus in challenging markets

In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.

In accelerating policy normalisation, Fed seeks to reaffirm credibility

In accelerating policy normalisation, Fed seeks to reaffirm credibility

In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.

In accelerating policy normalisation, Fed seeks to reaffirm credibility

In accelerating policy normalisation, Fed seeks to reaffirm credibility

In raising rates by 50 basis points, the Federal Reserve acknowledges the need to prioritize accelerating inflation.

Inflation: no rerun of that ’70s show

Inflation: no rerun of that ’70s show

We believe that inflation is much less rooted than the recent central banker rhetoric would indicate, and that conditions are ripe for a near-term moderation in price rises.