For institutional investors in Norway
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
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
A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.
Subscribe for relevant insights delivered straight to your inbox
Markets have fastened on to some dramatic inflation headlines in recent months but as economic growth comes under pressure is there a risk of policy error?
Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.
Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.
A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.
Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.
What is the outlook for economic growth and how can investors ride out the risks?
Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.
The outlook for growth equities as market dynamics shift.
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.
While we believe the opportunity remains promising, equity investors must understand the growing role political governance plays in China’s economy.
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.
Portfolio managers and emerging market debt specialists Jennifer James and Ales Koutny analyse emerging market (EM) country fundamentals and consider how they influence opportunities for investors.