For institutional investors in Sweden
Market Impact: Russia/Ukraine
How markets are reacting to the conflict and what it means 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.
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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In this interview, Doug Rao, US equities portfolio manager, discusses the key themes that investors should be aware of in a changing market environment.
The outlook for growth equities as market dynamics shift.
Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.
While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.
Portfolio Manager Doug Rao explains why stock valuations and interest rates are engaged in an ongoing tug-of-war as investors evaluate the potential breadth and depth of the economic recovery.