For financial professionals in Sweden

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.

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.

Global Dividend Index

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

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Rates update: yields move higher – September spike or sustained trend?

Rates update: yields move higher – September spike or sustained trend?

The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.

Looking to sustainability for opportunity

Looking to sustainability for opportunity

Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.

Blink and you’ll miss it

Blink and you’ll miss it

Are we setting up for one of the shortest business cycles in history?

Truffle hunting in credit

Truffle hunting in credit

While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.

Sustainable investing gets active

Sustainable investing gets active

We believe active managers are in a position to drive positive change amid the shift to sustainability.

The taper is (almost) here: what it means for bond investors
Quick Views Interest rates

The taper is (almost) here: what it means for bond investors

The imminent arrival of tapering by the US Federal Reserve amplifies challenges facing bond investors.

China’s economic rebalancing casts a cloud on property

China’s economic rebalancing casts a cloud on property

Fixed income portfolio managers Jennifer James and Tom Ross consider how efforts to rebalance the economy in China are having far-reaching implications.

ISG Insight: Thriving in the bond market

ISG Insight: Thriving in the bond market

Recent months have seen macro and microeconomic fundamentals broadly improve and corporate bond markets are priced for this to continue. We dedicated an ISG meeting to consider what could go wrong and how fixed income markets might respond.

Breaking down risk within high yield

Breaking down risk within high yield

Some of our high yield and risk experts explain the different measures of risk in high yield bonds and show how a deeper understanding of them can reveal potential opportunities.

Taking cues from a “methodical” Fed

Taking cues from a “methodical” Fed

With valuations high and the global economy reopening, fixed income portfolio managers Dan Siluk and Jason England argue that investors should take a methodical approach in assessing what is next for the bond market.

e-CNY: slow burn to rapid acceleration?

e-CNY: slow burn to rapid acceleration?

Jennifer James, Emerging Market Credit Portfolio Manager, explores how the People’s Bank of China’s digital currency has been several years in the making but has the potential to rapidly reshape the payments industry.

Great expectations in inflation

Great expectations in inflation

Inflation is front of mind for investors. In this paper, portfolio managers Helen Anthony and Andrew Mulliner consider whether it is permanent or transitory.