For institutional investors in Norway

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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.

Alternative Perspectives

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.

Latest Insights

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Innovation and low valuations tailwinds for healthcare

Innovation and low valuations tailwinds for healthcare

Despite delivering positive returns, healthcare underperformed the broad market in the first half of the year. Portfolio Manager Andy Acker explains some of the reasons why – as well as why he is optimistic about the sector’s outlook.

Global Sustainable Equity: news and opportunities (July 2021)

Global Sustainable Equity: news and opportunities (July 2021)

Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.

Tech + football = a winning partnership

Tech + football = a winning partnership

Portfolio managers Alison Porter, Graeme Clark and Richard Clode delve into how technology is transforming every aspect of football.

The affordable care act lives on

The affordable care act lives on

The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the US

Biopharma’s targeted approach to growth

Biopharma’s targeted approach to growth

A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.

Global Structured Debt Insight

Global Structured Debt Insight

The debut issue of the Global Structured Debt Insight explores the relative value in structured debt products, a new ESG trend in secured loans and how to calculate carbon emissions in mortgage-backed portfolios.

Can corporate cash drive further market growth?

Can corporate cash drive further market growth?

Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?

Why have copper prices reached all-time highs?

Why have copper prices reached all-time highs?

Copper prices have recently been hitting record highs. Portfolio manager Tal Lomnitzer explains why and discusses the implications.

Vaccines prove their worth for global health care

Vaccines prove their worth for global health care

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.

The Great Transition: demographic change in China

The Great Transition: demographic change in China

Jennifer James and Ales Koutny, emerging market specialists within the Global Bonds Team, interpret the data in China’s latest census, highlighting pressing economic and societal issues that will need to be addressed.

Smartphones on wheels

Smartphones on wheels

There are parallels to be drawn between the growth and evolution of electric vehicles and smartphones, with attractive opportunities for savvy investors, according to Alison Porter, Graeme Clark and Richard Clode.

The turn: high yield on the road to deleveraging

The turn: high yield on the road to deleveraging

Tom Ross, within the Global Corporate Credit Team, looks at whether the trajectory of credit fundamentals supports the strength in high yield bond markets.