For institutional investors in Norway
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
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.
Insight from our alternatives team 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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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.
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.
What is in store for secured credit markets in 2022? Colin Fleury, Head of Secured Credit, shares his views.
Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.
The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.
The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.
The lagged impact of policy largesse should initially drive earnings and inflation, but as 2022 progresses, a more familiar picture will likely emerge.
Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of healthcare a boost in 2022.