For institutional investors in Sweden
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
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.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.
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Markets have fastened on to some dramatic inflation headlines in recent months but as economic growth comes under pressure is there a risk of policy error?
Globally, the rate of deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.
Comparing the maturity profiles on Treasuries with their “risk of loss” history to reach conclusions about where value might lie within shorter maturities.
Portfolio managers Guy Barnard and Greg Kuhl discuss REITs’ performance to-date, stagflation concerns, and the impact of rising costs on the sector.
Navigating risks that have emerged in US small-cap growth stocks.
Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.
Low supply is providing a supportive technical environment for high yield bonds, helping to counter some of the inflation and growth concerns.
Inflation and monetary tightening are leaving investors searching for clues as to what’s next for financial markets.
Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?
We examine the opportunities within liquid alternatives, as a response to heightened market volatility and rising interest rates.
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
Tal Lomnitzer discusses the strong demand for resources and the diversification merits of a long-term allocation to the asset class.