For financial professionals in Sweden
Navigating Coronavirus Uncertainty
Perspectives from our investment teams on the market impact and key considerations for investors
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.
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Aneet Chachra, portfolio manager within the Alternatives team, takes a quantitative look at US tech initial public offerings (IPOs) and how they have historically performed post-launch.
Jenna Barnard, Co-Head of Strategic Fixed Income, shares her latest views on the bond markets; remaining bullish on duration and retaining a defensive stance in credit.
John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors, which in his opinion, indicate that current inflation is much more cyclical than structural.
John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.
Aneet Chachra, portfolio manager within the Alternatives team, asks whether fund flows affect equity prices.
A concoction of elements all point to the fact that the global economy is now definitively in the late-cycle stage, while narrative fallacies flourish in the markets.
In this webcast, John Pattullo, Co-Head of Strategic Fixed Income, will share his thoughts on digital disruption, with Amazon as the leading example of how this new structural force can erode margins, put established businesses at risk and send deflationary waves across the economies. Bond fund managers need to rethink their strategies carefully to profit from this trend.
With the markets finally coming round to the idea of the late-cycle stage in the economies, John Pattullo and Jenna Barnard, Co-Heads of Strategic Fixed Income, share their thoughts on the subject, expanding on the risks and opportunities arising from this theme in 2019.
Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.
Aneet Chachra, portfolio manager within the Diversified Alternatives team, looks at the disconnect between share valuations and option market pricing and what this might imply for European equities.
Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.
Jenna Barnard, Co-Head of Strategic Fixed Income, explains the team’s thinking on the bond markets, which revolves around the themes of interest rate divergence and US dollar strength.