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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Real estate bubbles? Chance would be a fine thing…

Real estate bubbles? Chance would be a fine thing…

Real estate shares have been out of favour in recent years, and there are indications that listed property is currently undervalued. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl assess the indicators and explore the associated risks and opportunities.

Exploiting the two-way traffic in high yield

Exploiting the two-way traffic in high yield

Tom Ross, corporate credit portfolio manager, takes a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.

Global Sustainable Equity: news and opportunities (January 2021)
Investment Viewpoints

Global Sustainable Equity: news and opportunities (January 2021)

Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the last quarter of 2020 and looks ahead to the opportunities in the world of sustainability.

Developments in the gilt market — RPI and green gilts
Investment Viewpoints

Developments in the gilt market — RPI and green gilts

Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies and Bethany Payne, Portfolio Manager, outline the implications of the announcements by the UK government in November 2020, that RPI will be aligned with CPIH from February 2030 and green gilts are to be issued from this year.

A blue wave or a blue swell?

A blue wave or a blue swell?

With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.

Inflation: is this the real thing? Is this just fantasy?…

Inflation: is this the real thing? Is this just fantasy?…

John Pattullo, Co-Head of Strategic Fixed Income, explains why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.

Investing in Diversity: analysing the investment risks and opportunities

Investing in Diversity: analysing the investment risks and opportunities

Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.

Sustainable design in consumer products

Sustainable design in consumer products

Charlotte Nisbet, Governance and Responsible Investment Analyst, explores the importance of sustainable design in consumer products.

Is there a solvency crisis looming in credit markets?

Is there a solvency crisis looming in credit markets?

Jenna Barnard, Co-Head of Strategic Fixed Income, and Nick Ware, Portfolio Manager, counter the bear argument that credit is set to face a solvency crisis by explaining that liquidity is solvency.

Deconstructing sustainable design
Investment Viewpoints

Deconstructing sustainable design

In the first of a series on sustainable design, Ama Seery, Sustainability Analyst on the Global Sustainable Equity Team, breaks down sustainable design and explains how the team incorporate it into their investment approach.

Strategic Fixed Income: Japanification — Europe first and now the US

Strategic Fixed Income: Japanification — Europe first and now the US

John Pattullo, Co-Head of Strategic Fixed Income, explains how the suppression of volatility by the US Federal Reserve during the Covid crisis has led to the Japanification of the US corporate bond market.

ESG in COVID times: doing the REIT thing

ESG in COVID times: doing the REIT thing

The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.