For financial professionals in Sweden

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.

Corporate Debt Index

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

Decarbonisation in EM Index

Perspectives on decarbonisation challenges facing Asia, with examples from China, India and the Republic of Korea.

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Global Perspectives: Mortgage-backed securities – has the baby gone out with the bathwater?

Global Perspectives: Mortgage-backed securities – has the baby gone out with the bathwater?

A discussion on mortgage-backed securities in the latest episode of our Global Perspectives podcast series.

Global tech sector navigates a year of transition

Global tech sector navigates a year of transition

The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.

Emergent issues steering a volatile market

Emergent issues steering a volatile market

We expect key issues that have materialised this year to be influential in market movements going forward.

Healthcare’s recession playbook

Healthcare’s recession playbook

Some areas of healthcare benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.

Investing through the ups and downs of biopharma research

Investing through the ups and downs of biopharma research

The biopharmaceutical industry often moves to the beat of its own drummer, creating opportunities for diversification.

Here’s why you should consider staying invested in tech stocks

Here’s why you should consider staying invested in tech stocks

A discussion on why an allocation to technology is essential in a diversified portfolio.

Decarbonisation in emerging markets: perspectives and insights from Asia

Decarbonisation in emerging markets: perspectives and insights from Asia

Decarbonisation efforts across Asia are hampered by a fragmented market, but recent trends are encouraging.

Assessing inflation through a corporate lens

Assessing inflation through a corporate lens

How select sectors are being impacted by rising prices and what it means for both company profitability and the health of the economy.

Is the 60/40 free lunch over?

Is the 60/40 free lunch over?

High stock-bond correlations call into question the diversification potential of the traditional 60/40 portfolio strategy.

Are China equities turning a corner?

Are China equities turning a corner?

Following a period of market weakness, Chinese stocks are now looking more appealing to investors.

European smaller companies: fertile ground for active stock pickers

European smaller companies: fertile ground for active stock pickers

Find out why European smaller companies offer bountiful opportunity for active stock pickers.

Boom-bust economics is back! Be warned…

Boom-bust economics is back! Be warned…

John Pattullo explains why he believes a recession seems unavoidable and that we are back to the boom-bust economics of the ‘80s.