For financial professionals in Finland

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

Corporate Debt Index

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

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Global equities and the economy: caution does not mean ‘run’

Global equities and the economy: caution does not mean ‘run’

With corporate performance proving resilient, the attractiveness of many equities market segments has improved during this year’s sell-off.

Global Perspectives: Mortgage-backed securities – has the baby gone out with the bathwater?

Global Perspectives: Mortgage-backed securities – has the baby gone out with the bathwater?

A discussion on mortgage-backed securities in the latest episode of our Global Perspectives podcast series.

Global tech sector navigates a year of transition

Global tech sector navigates a year of transition

The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.

You got a trend in me: ‘Recessionary Alpha’

You got a trend in me: ‘Recessionary Alpha’

Portfolio Managers Mathew Kaleel, Andrew Kaleel and Maya Perone look at the returns profile for trend following strategies during recessionary environments.

US banks signalling H2 credit crunch
Global Perspectives

US banks signalling H2 credit crunch

Actual and expected credit tightening is consistent with a recessionary scenario, argues Simon Ward, Economic Adviser.

Emergent issues steering a volatile market

Emergent issues steering a volatile market

We expect key issues that have materialised this year to be influential in market movements going forward.

Global money trends signalling policy overkill

Global money trends signalling policy overkill

June money data confirm a grim economic outlook and rising medium-term deflation risk, argues Simon Ward, Economic Adviser.

Healthcare’s recession playbook

Healthcare’s recession playbook

Some areas of healthcare benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.

Has TINA TURNED? Are equities no longer SIMPLY THE BEST?

Has TINA TURNED? Are equities no longer SIMPLY THE BEST?

Alistair Sayer, Client Portfolio Manager, considers why investors’ need for real diversification in their portfolios could be a long-term driver of demand for liquid alternatives as they seek to manage inflation and rising rates.

An easy decision, but the US Fed watches for gathering clouds

An easy decision, but the US Fed watches for gathering clouds

The US Federal Reserve (Fed) continues to prioritise fighting inflation even as signs of a softening economy emerge.

Investing through the ups and downs of biopharma research

Investing through the ups and downs of biopharma research

The biopharmaceutical industry often moves to the beat of its own drummer, creating opportunities for diversification.

Emerging markets: Untangling the gordian knot of inflation

Emerging markets: Untangling the gordian knot of inflation

The inflation problem in emerging markets has become more complex to unravel and greater divergence between countries could emerge on the path to normalisation.