For financial professionals in Finland
Navigating Coronavirus Uncertainty
Perspectives from our investment teams on the market impact and key considerations for investors
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.
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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.
Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks
Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.
Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.
Companies will rebuild inventories during H2 but economic momentum is related to their rate of change, which may already be at or close to a maximum, argues Simon Ward, Economic Adviser.
Global money trends continue to suggest downside risk to consensus H2 growth forecasts but support could be coming from Chinese policy easing, argues Simon Ward, Economic Adviser.
The recent rebound in EUR / USD may reflect an excess supply of dollars due to increased Fed net lending to the government but the tables may turn in H2, argues Simon Ward, Economic Adviser.
CPI inflation is likely to overshoot the Bank of England’s (raised) forecast for Q4 2021, reflecting stronger food prices, a larger-than-expected VAT normalisation effect and rising core pressure stemming from monetary excess, argues Simon Ward, Economic Adviser.
Sector and style behaviour within equity markets has become more defensive, consistent with a cautionary message for economic prospects from monetary trends, argues Simon Ward, Economic Adviser.
Chinese economic growth has fallen short of forecasts so far in 2021 and monetary trends suggest further weakness without PBoC action, argues Simon Ward, Economic Adviser.
Further PMI strength in April likely reflects temporary factors and the monetary signal for future direction remains negative, argues Simon Ward, Economic Adviser.
Corporation taxes may be on the rise but a withdrawal of pandemic-related subsidies is a more immediate threat to profits optimism, argues Simon Ward, Economic Adviser.