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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Are we setting up for one of the shortest business cycles in history?
While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.
After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.
Fixed income portfolio managers Jennifer James and Tom Ross consider how efforts to rebalance the economy in China are having far-reaching implications.
Recent months have seen macro and microeconomic fundamentals broadly improve and corporate bond markets are priced for this to continue. We dedicated an ISG meeting to consider what could go wrong and how fixed income markets might respond.
Some of our high yield and risk experts explain the different measures of risk in high yield bonds and show how a deeper understanding of them can reveal potential opportunities.
Global Bonds Portfolio Managers Dan Siluk and Jason England explain how an asynchronous global recovery should lead to dislocations and opportunities in fixed income markets.
Can corporate bond markets sustain their improved trajectory as support measures are lifted?
COVID-19 propelled the pace of structural change around the globe. What will the world look like going forward?
The debut issue of the Global Structured Debt Insight explores the relative value in structured debt products, a new ESG trend in secured loans and how to calculate carbon emissions in mortgage-backed portfolios.
Tom Ross, within the Global Corporate Credit Team, looks at whether the trajectory of credit fundamentals supports the strength in high yield bond markets.
Tim Winstone, corporate credit portfolio manager, considers the potential opportunities created by the approach of a key European Union regulatory deadline for legacy debt at banks.