For financial professionals in Finland

Global Perspectives

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.

Global Dividend Index

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

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

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.

A unique recovery: the handoffs commence

A unique recovery: the handoffs commence

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

‘Renewable, electric, digital’: the Fourth Industrial Revolution

‘Renewable, electric, digital’: the Fourth Industrial Revolution

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.

Consumer revenge – the next stage of the recovery in Europe

Consumer revenge – the next stage of the recovery in Europe

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.

Is the inventory cycle peaking?

Is the inventory cycle peaking?

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 monetary update: ongoing slowdown, China bottoming?

Global monetary update: ongoing slowdown, China bottoming?

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.

Are Fed / ECB balance sheet shifts driving EUR / USD?

Are Fed / ECB balance sheet shifts driving EUR / USD?

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.

UK inflation forecast update: still on track for 3%+

UK inflation forecast update: still on track for 3%+

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.

Equity market “internals” consistent with PMI peak

Equity market “internals” consistent with PMI peak

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 money growth still sliding – PBoC policy shift ahead?

Chinese money growth still sliding – PBoC policy shift ahead?

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.

Global manufacturing PMI peak delayed, relapse still likely
Global Perspectives

Global manufacturing PMI peak delayed, relapse still likely

Further PMI strength in April likely reflects temporary factors and the monetary signal for future direction remains negative, argues Simon Ward, Economic Adviser.

Profits forecasts at risk from waning government support
Global Perspectives

Profits forecasts at risk from waning government support

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.