For financial professionals in Norway
Market Impact: Russia/Ukraine
How markets are reacting to the conflict and what it means for investors
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
A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.
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Tim Winstone, corporate credit manager, discusses how a cautious and steady approach to steering through 2022 makes sense for both the European Central Bank (ECB) and investors.
Portfolio Managers Dan Siluk and Jason England believe that the tide may have turned and that financial markets are forcing the hands of global central banks to react to brewing inflation.
Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.
Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.
Signs that supply constraints are easing do not warrant cyclical optimism because the turnaround is being driven by softer demand, argues Simon Ward, Economic Adviser.
High household money balances may not signal pent-up consumer demand, argues Simon Ward, Economic Adviser.
The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.
2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.
Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.
Portfolio Manager Jeremiah Buckley sees continued progress in US equities amid the economic recovery.
Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.
The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.