For institutional investors in Sweden

Global Perspectives

Equity Perspectives

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.

Decarbonisation in EM Index

Perspectives on decarbonisation challenges facing Asia, with examples from China, India and the Republic of Korea.

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Latest Insights

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Here’s why you should consider staying invested in tech stocks

Here’s why you should consider staying invested in tech stocks

A discussion on why an allocation to technology is essential in a diversified portfolio.

Anatomy of a short squeeze: causes, outcomes and lessons

Anatomy of a short squeeze: causes, outcomes and lessons

What lessons can short squeezes offer about the inherent danger of carrying excessive leverage or short positions during periods of heightened risk and illiquidity?

Is the 60/40 free lunch over?

Is the 60/40 free lunch over?

High stock-bond correlations call into question the diversification potential of the traditional 60/40 portfolio strategy.

PCS signal and noise: The yield curve and the US economy

PCS signal and noise: The yield curve and the US economy

The Signal and Noise series from the Portfolio Construction and Strategy Team seeks to identify historical patterns and precedents through which we can view current market challenges.

2022 – optimal conditions for a liquid alternative toolset?

2022 – optimal conditions for a liquid alternative toolset?

How can a multi-strategy approach to using liquid alternatives help to improve diversification and complement traditional asset class allocations?