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 and insights on Mexico, Central America and the Caribbean, and South America.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

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REITs 3.0: let’s talk about scale

REITs 3.0: let’s talk about scale

Portfolio managers Greg Kuhl and Danny Greenberger examine the competitive advantages afforded by scale in the REITs sector.

The Investment Multiverse
Quick Views Volatility

The Investment Multiverse

Cross-asset correlations are changing, but how significant is this for investors?

UK money trends arguing for MPC inaction
Global Perspectives

UK money trends arguing for MPC inaction

The inflation horse long since bolted and it is risky to tighten into a monetary slowdown, argues Simon Ward, Economic Adviser.

Opportunities in healthcare in 2022

Opportunities in healthcare in 2022

COVID-19 has had an outsize influence on healthcare stocks. With the pandemic hopefully retreating, what’s next for the sector?

Strategic Fixed Income: Central banks in 2022 – making long bonds great again
Quick Views Interest rates

Strategic Fixed Income: Central banks in 2022 – making long bonds great again

Co-Head of Strategic Fixed Income Jenna Barnard outlines how the team’s cyclical process for managing bond exposures is signalling a collapse in US government bond yields around springtime.

Equities: choppy waters likely until policy path becomes clearer

Equities: choppy waters likely until policy path becomes clearer

A shift in US Federal Reserve policy has battered equity markets. What comes next will depend on how the central bank navigates the next few months.

January sales – where next for financial markets?
Quick Views Volatility

January sales – where next for financial markets?

Are we close to the end of the most recent market correction? Paul O’Connor, Head of the UK Multi-Asset Team, argues that, while there is more froth to blow off, investors now have plenty of downside hedging in place, having looked bullishly complacent coming into 2022.

Technology is enabling sustainability

Technology is enabling sustainability

Technology plays a pivotal role in the transition towards a more sustainable world. Portfolio manager Richard Clode explores these themes and the investment opportunities.

Fed to the market: one step closer

Fed to the market: one step closer

With an initial rate hike just around the corner, attention now turns to how the Federal Reserve will manage its balance sheet reduction.

Global Sustainable Equity: news and opportunities (January 2022)
Investment Viewpoints

Global Sustainable Equity: news and opportunities (January 2022)

Hamish Chamberlayne reflects on the last quarter of 2021 and looks ahead to the opportunities in the world of sustainability.

Don’t exaggerate UK labour market “strength”
Global Perspectives

Don’t exaggerate UK labour market “strength”

Labour market healing is incomplete and could be about to stall, argues Simon Ward, Economic Adviser.

Has the Fed called the top in growth (again)?
Global Perspectives

Has the Fed called the top in growth (again)?

Recent soft data suggest that the Fed’s “hawkish pivot” was ill-timed, argues Simon Ward, Economic Adviser.