For institutional investors in Norway

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

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.

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The speed of change in emerging markets is unknown but the direction is not

The speed of change in emerging markets is unknown but the direction is not

Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.

Could the shift to value propel European equities in 2021?

Could the shift to value propel European equities in 2021?

John Bennett, Director of European Equities, shares his view on the outlook for European equities in 2021.

Euro investment grade: where less is more in 2021

Euro investment grade: where less is more in 2021

Tim Winstone, corporate credit portfolio manager, sees reduced bond issuance, ongoing policy support and a recovering economy helping to underpin euro investment grade bonds in 2021.

Reaching for normal: the outlook for 2021

Reaching for normal: the outlook for 2021

Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.

Long-term tech themes set to be powerful drivers in 2021

Long-term tech themes set to be powerful drivers in 2021

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team highlight the rapid acceleration of long-term tech themes this year and explore expectations for 2021.

Market GPS investment outlook 2021

Market GPS investment outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

Carrying the lessons of 2020 into 2021

Carrying the lessons of 2020 into 2021

Head of US Fixed Income Greg Wilensky discusses the lessons learned in fixed income portfolios in 2020, and how they are likely to apply in the year ahead.

Hard not to feel constructive on credit markets in 2021

Hard not to feel constructive on credit markets in 2021

Colin Fleury, Head of Secured Credit London, says a relatively constructive view for credit markets may seem strange, but there are reasons he believes stress in the markets will be manageable.

Global bonds in 2021: better but still bumpy

Global bonds in 2021: better but still bumpy

Portfolio Manager Nick Maroutsos explains why bond investors should be cautiously optimistic as we enter 2021.

Healthcare builds momentum

Healthcare builds momentum

Recent achievements in clinical research and the 2020 US election outcome could benefit the health care sector in the coming year, says Portfolio Manager Andy Acker.

High yield bonds: the grind tighter in 2021

High yield bonds: the grind tighter in 2021

Tom Ross, corporate credit portfolio manager, discusses the high yield bond outlook where an improving economy should help tighten credit spreads but may spark concerns about monetary tightening.

Sustainable equities: the future is green and digital

Sustainable equities: the future is green and digital

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.