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.

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.

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Research in action: EVs drive into a new lane for investors
Quick Views Technology

Research in action: EVs drive into a new lane for investors

As demand for electric vehicles (EVs) solidifies, the next big question for investors will be supply.

Healthcare tech: interesting opportunities but beware the hype

Healthcare tech: interesting opportunities but beware the hype

Healthcare technology companies are providing solutions to the rising demand for healthcare, but what are the implications for investors?

Investing in the metaverse – separating hype from reality

Investing in the metaverse – separating hype from reality

The metaverse represents the next major evolution in computing. But where are the real wins occurring?

Metaverse: the next big computer revolution

Metaverse: the next big computer revolution

Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.

Research in Action Podcast: Tech’s mega themes show no signs of slowing

Research in Action Podcast: Tech’s mega themes show no signs of slowing

Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.

How do ESG factors impact valuations within the technology sector?

How do ESG factors impact valuations within the technology sector?

Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.

Global technology: taking volatility in stride

Global technology: taking volatility in stride

Recent volatility says little about the tech sector’s intact ability to reshape the global economy.

Computing evolution: investing in the metaverse

Computing evolution: investing in the metaverse

Investing in the new digital reality of the metaverse.

Technology is enabling sustainability

Technology is enabling sustainability

Technology plays a pivotal role in the transition towards a more sustainable world. Portfolio manager Richard Clode explores these themes and the investment opportunities.

Global technology markets seek normalcy in 2022

Global technology markets seek normalcy in 2022

As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.

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.

Cybersecurity: building a safer online world

Cybersecurity: building a safer online world

Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.