For financial professionals in Denmark

Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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.

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

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Strategic Fixed Income: Japanification — Europe first and now the US

Strategic Fixed Income: Japanification — Europe first and now the US

John Pattullo, Co-Head of Strategic Fixed Income, explains how the suppression of volatility by the US Federal Reserve during the Covid crisis has led to the Japanification of the US corporate bond market.

Breaking the link: GDP declines and default rates

Breaking the link: GDP declines and default rates

Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, muse over how low corporate default rates may prove to be despite the pandemic-induced economic shock.

Credit resilience but confusion surrounds longer-term inflation outlook

Credit resilience but confusion surrounds longer-term inflation outlook

Jenna Barnard, Co-Head of Strategic Fixed Income, shares the Strategic Fixed Income Team’s current thoughts and views on bond markets, and addresses the most frequently asked question: is inflation on the rise?

Bridging the gap: credit markets in the COVID crisis

Bridging the gap: credit markets in the COVID crisis

Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, provide an update on the shape of the recovery in corporate bond markets following the virtual heart attack experienced in March.

Credit spreads — from reassuringly expensive to scary cheap, and now: just cheap?

Credit spreads — from reassuringly expensive to scary cheap, and now: just cheap?

John Pattullo, Co-Head of Strategic Fixed Income, believes that over the last month corporate bond spreads have gone from scary cheap to just ‘kind of cheap’ now. As the dust settles in the markets, he remains optimistic that there are opportunities to be had going forwards.

Credit has been the place to be of late — a Strategic Fixed Income view

Credit has been the place to be of late — a Strategic Fixed Income view

Jenna Barnard, Co-Head of Strategic Fixed Income, remarks on the significant rally in credit markets over the last week, with healthy investment grade issuance volumes and even the US high yield market open for new issues. Support from the authorities trying to help companies avoid default has accelerated the sharp market recovery.

Strategic Fixed Income view: disruption simply exaggerating existing structural trends

Strategic Fixed Income view: disruption simply exaggerating existing structural trends

John Pattullo, Co-Head of Strategic Fixed Income, provides a brief update on the team’s current thoughts on the markets and the opportunities they see going forward, while explaining the reasons for their optimism.

Credit over equities — coupons over dividends?

Credit over equities — coupons over dividends?

Jenna Barnard, and Nicholas Ware, members of the Strategic Fixed Income Team, share their views on the recent bout of market activity, with large companies accessing the capital markets and the stream of dividend cut announcements in Europe.

Liquidity crisis begins to heal — Strategic Fixed Income view

Liquidity crisis begins to heal — Strategic Fixed Income view

The coronavirus crisis continues to impact economies and markets but the liquidity crisis is seemingly beginning to heal. Jenna Barnard, Co-Head of Strategic Fixed Income, shares her views on the latest developments and explains why the team favour investment grade bonds now and how they are less bullish on government bonds going forward.

Corporate bonds: from reassuringly expensive to scary cheap?

Corporate bonds: from reassuringly expensive to scary cheap?

John Pattullo, Co-Head of Strategic Fixed Income, shares how the Strategic Fixed Income Team continue to carry out their day to day jobs successfully, albeit from home, remaining focused on their client outcomes.

Coronavirus update from the Strategic Fixed Income Team

Coronavirus update from the Strategic Fixed Income Team

The spread of the coronavirus across the globe and the oil price war have served to highlight the fragility of the global markets and rattled investors. As concerns for the global supply chains and the health of economies grow, Jenna Barnard, Co-Head of the Strategic Fixed Income Team, shares her views, explaining the steps taken in the team’s portfolios that seek to mitigate the risks.

Strategic Fixed Income outlook 2020 — no reflation without a soft dollar

Strategic Fixed Income outlook 2020 — no reflation without a soft dollar

Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, share their thoughts on bond markets in the coming year; where they see risks and opportunities and where they look for clues.