For individual investors in Norway

Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

Latest Insights

The outlook for large cap US growth equities through renewed volatility

The outlook for large cap US growth equities through renewed volatility

While bouts of market volatility are likely to continue amid divergent macroeconomic themes, Portfolio Manager Doug Rao remains constructive on the prospects for growth in the coming year.

Global equities: balancing a broadening recovery with inflation concerns

Global equities: balancing a broadening recovery with inflation concerns

The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.

The necessity of yield in 2022

The necessity of yield in 2022

Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.

Global tech: driven by strength of secular themes in the real world and beyond

Global tech: driven by strength of secular themes in the real world and beyond

Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.

European Equities: stay the course in 2022

European Equities: stay the course in 2022

Could value be where the opportunity lies in European equities in 2022?

Euro investment grade: A test of discipline in 2022

Euro investment grade: A test of discipline in 2022

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.

Fed Up? The fallout from overly sweetened monetary policy
Quick Views Interest rates

Fed Up? The fallout from overly sweetened monetary policy

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.

Emerging Market Debt: A pivotal year for China

Emerging Market Debt: A pivotal year for China

Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.

ESG: Forks in the road

ESG: Forks in the road

2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.

Alternatives 2022: has the bull gone far enough?

Alternatives 2022: has the bull gone far enough?

Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.

Despite headwinds, progress continues for US equities

Despite headwinds, progress continues for US equities

Portfolio Manager Jeremiah Buckley sees continued progress in US equities amid the economic recovery.

Sustainable equities: maintain focus on long term secular growth

Sustainable equities: maintain focus on long term secular growth

Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.