For financial professionals in Finland
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
A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.
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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?
Treasury “overfunding” of the federal deficit has been a major drag on US money growth but a coming reversal will be offset by Fed QT and a slowdown in bank lending, argues Simon Ward, Economic Adviser.
Globally, the rate of deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.
Comparing the maturity profiles on Treasuries with their “risk of loss” history to reach conclusions about where value might lie within shorter maturities.
Portfolio managers Guy Barnard and Greg Kuhl discuss REITs’ performance to-date, stagflation concerns, and the impact of rising costs on the sector.
Navigating risks that have emerged in US small-cap growth stocks.
April money / CPI data reinforce gloom about global economic prospects for the remainder of 2022, argues Simon Ward, Economic Adviser.
Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.
Timely thoughts for investors to deal with today’s key challenges.
Low supply is providing a supportive technical environment for high yield bonds, helping to counter some of the inflation and growth concerns.
Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.
Why the financial services industry needs to play a role in educating our youth about money and investing.