For financial professionals in Norway
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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Diversified alternatives portfolio managers Andrew Kaleel, Mathew Kaleel and Maya Perone discuss the impact of rising rates on traditional asset classes and trend-following strategies.
Portfolio manager Steve Johnstone looks at the dominance of thematic market factors in determining market movements since the start of the pandemic, considering what the return of idiosyncratic risk in 2021 might mean for investors.
Portfolio Manager Luke Newman considers the role that absolute return can play in improving diversification for investors concerned about equity/bond risk in the post-pandemic era.
Can corporate bond markets sustain their improved trajectory as support measures are lifted?
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
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.
In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.
Paul O’Connor, Head of the UK-based Multi Asset Team, considers the prospects for markets as the global recovery gathers momentum and economies begin to reopen.
Powerful secular themes are still the main driver to long-term tech earnings growth.
Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.
Olivia Gull, Analyst on the Governance and Responsible Investment Team, examines how pharmaceutical companies are addressing the issue of inequitable access to medicine, specifically in low and middle-income countries.
Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.