For individual investors in Denmark

Navigating Coronavirus Uncertainty

Perspectives from our investment teams on the market impact and key considerations for investors
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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.

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.

Global Dividend Index

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

Latest Insights

Investing in the future with REITs 3.0
October 2021
Investment Viewpoints Property Equities

Investing in the future with REITs 3.0

Portfolio Manager Greg Kuhl provides an overview of how REITs have evolved since first created sixty years ago to being an asset class very much relevant today and beyond.

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Location, location, location: considerations for a ‘listed’ approach to commercial real estate
June 2021
Global Perspectives Property Equities

Location, location, location: considerations for a ‘listed’ approach to commercial real estate

Investing in listed companies is an increasingly popular route to gaining exposure to commercial real estate. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl explore the key considerations.

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Inflation and property equities – time to get ‘real’
April 2021
Global Perspectives Investment Viewpoints Interest rates Property Equities

Inflation and property equities – time to get ‘real’

Property equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl discuss the impact of rising expectations for inflation and interest rates on listed real estate.

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Right here, right now: growth opportunities in real estate
March 2021
Global Perspectives Investment Viewpoints Property Equities

Right here, right now: growth opportunities in real estate

Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl, explain why they believe the REIT ‘reopening rotation’ trade has created an attractive opportunity to buy quality compounders offering sustainable growth, driven by long-term structural tailwinds.

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Global real estate: perception is not reality
December 2020
Global Perspectives Investment Outlooks Property Equities

Global real estate: perception is not reality

Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl highlight how investor misconceptions are creating attractive opportunities and why an active, selective approach could be the most rewarding.

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ESG in COVID times: doing the REIT thing
August 2020
Investment Viewpoints Coronavirus Environmental Social Governance (ESG) Property Equities

ESG in COVID times: doing the REIT thing

The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.

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