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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A “monetarist” perspective on current equity markets – April 2022
Global Perspectives

A “monetarist” perspective on current equity markets – April 2022

Monetary indicators remain cautionary and similar conditions historically have been associated with relative resilience of defensive sectors, high income yield and quality, argues Simon Ward, Economic Adviser.

How do ESG factors impact valuations within the technology sector?

How do ESG factors impact valuations within the technology sector?

Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.

Can Biotech Bounce Back?

Can Biotech Bounce Back?

For more than a year, biotechnology stocks have been deep in the red, even as medical breakthroughs continue – a disconnect we think is unlikely to last.

An Investor’s China Conundrum

An Investor’s China Conundrum

While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.

US money trends at odds with hawkish Fed
Global Perspectives

US money trends at odds with hawkish Fed

With money growth slowing hard, the central bank risks a major policy mistake if it follows through on current tightening plans, argues Simon Ward, Economic Adviser.

Has the Chinese economy bottomed?
Global Perspectives

Has the Chinese economy bottomed?

Chinese economic news has improved on schedule but further PBoC easing may be needed to bolster monetary trends, argues Simon Ward, Economic Adviser.

Inflation lessons from the 1970s
Global Perspectives

Inflation lessons from the 1970s

Policy laxity in the mid-1970s allowed high inflation to become entrenched but central banks have already engineered an effective tightening and money trends suggest that planned rate hikes will result in overrestriction, argues Simon Ward, Economic Adviser.

Fantasy forecasting and the ECB
Global Perspectives

Fantasy forecasting and the ECB

The ECB staff’s downgraded GDP growth projection for 2022 still looks wildly optimistic, argues Simon Ward, Economic Adviser.

‘Gradually then suddenly’ – or how to fall in love with trend following

‘Gradually then suddenly’ – or how to fall in love with trend following

Just how important is patience for trend following investors? Portfolio managers Mathew Kaleel, Andrew Kaleel and Maya Perone consider the implications of the ‘gradually then suddenly’ phenomenon.

Global real money squeeze approaching recession threshold
Global Perspectives

Global real money squeeze approaching recession threshold

Surging commodity prices and the rouble’s collapse could result in global six-month real narrow money growth turning negative, argues Simon Ward, Economic Adviser.