For financial professionals in Finland
Navigating Coronavirus Uncertainty
Perspectives from our investment teams on the market impact and key considerations for investors
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
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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Slowing industrial demand as panic stockbuilding moderates will offset a temporary output boost from supply constraints easing, argues Simon Ward, Economic Adviser.
Portfolio Manager Tim Gerrard explains how natural resources companies – specifically industrial gas suppliers – are supporting the transition to zero carbon by developing products and services that help consumers and other entities reduce their carbon emissions.
Why the stock market cycle could continue in 2022, despite inflation pressures, slower growth rates and tighter monetary policy.
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.
The latter half of week one at COP26 focused on the finance industry’s role in reducing emissions, including potential impending reporting and regulatory requirements.
Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
The MPC’s communications shambles is of less concern than its continued neglect of monetary trends in setting policy, argues Simon Ward, Economic Adviser.
COP26 so far has seen a focus on deforestation, the reduction of methane emissions and decarbonization of steel production and coal usage
Like the broader equity market, healthcare stocks experienced bouts of volatility during the third quarter. But attractive valuations, continued innovation and an uptick in merger and acquisitions could help lift the sector, says Portfolio Manager Andy Acker.
Portfolio Managers Jason England and Dan Siluk explain that inflation expectations and their influence on monetary policy will go a long way in dictating the way forward for global bond markets.
Why this year’s conference has been given such high attention from the media and our clients, who plans to be there, and why it matters.