For institutional investors in Sweden
Insight from our Diversified Alternatives team 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.
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
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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Portfolio Manager Denny Fish and analyst Shaon Baqui posit that semiconductor producers face an uphill battle in meeting rising demand for chips as the digitization of the global economy accelerates.
In the face of mounting challenges, innovations are coming together to complement, augment ‒ and eventually replace ‒ traditional industrial processes, says Assistant Portfolio Manager David Chung.
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
While near-term risks exist, the trajectory of emerging markets remains on stable footing
In the latest video from our ongoing COVID-19 series, Portfolio Manager Dan Lyons and Research Analyst Agustin Mohedas explain why, as well as how the effort to end the pandemic is impacting biopharma.
While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.
Diversified alternatives portfolio managers Andrew Kaleel, Mathew Kaleel and Maya Perone discuss the impact of rising rates on traditional asset classes and trend-following strategies.
Portfolio manager Steve Johnstone looks at the dominance of thematic market factors in determining market movements since the start of the pandemic, considering what the return of idiosyncratic risk in 2021 might mean for investors.
Can corporate bond markets sustain their improved trajectory as support measures are lifted?
Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks
Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.
In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.