For institutional investors in Sweden

Global Perspectives

Corporate Debt Index

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

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.

Alternative Perspectives

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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The Case for Alternatives in a Buoyant Market

The Case for Alternatives in a Buoyant Market

After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.

China’s economic rebalancing casts a cloud on property

China’s economic rebalancing casts a cloud on property

Fixed income portfolio managers Jennifer James and Tom Ross consider how efforts to rebalance the economy in China are having far-reaching implications.

Natural resources: paving the way towards net zero

Natural resources: paving the way towards net zero

Natural resources play a key role in combatting climate change, with exciting opportunities for investors.

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

While near-term risks exist, the trajectory of emerging markets remains on stable footing

Drug-pricing reform an uphill battle

Drug-pricing reform an uphill battle

Why the push for government-negotiated drug prices could prove to be a Sisyphean task.

In the transition to zero carbon, the resources sector is a natural fit

In the transition to zero carbon, the resources sector is a natural fit

Natural resources companies will play a key role in the transition to a low-carbon economy.

Decarbonisation: how can investors lead the charge to reaching net zero by 2050?

Decarbonisation: how can investors lead the charge to reaching net zero by 2050?

From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.

Progressing toward a sustainable global economy

Progressing toward a sustainable global economy

Why we believe active engagement is key to gauging companies’ progress on addressing environmental and social issues.

Sustainable investing – the defining decades
Investment Viewpoints

Sustainable investing – the defining decades

A lot can happen in 30 years. Over the past three decades, we have seen explosive progress in science, technology and communications. In the same timeframe, the need for sustainable practices has become paramount.

ISG Insight: Thriving in the bond market

ISG Insight: Thriving in the bond market

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.

Global Sustainable Equity: news and opportunities (July 2021)
Investment Viewpoints

Global Sustainable Equity: news and opportunities (July 2021)

Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.

Great expectations in inflation

Great expectations in inflation

Inflation is front of mind for investors. In this paper, portfolio managers Helen Anthony and Andrew Mulliner consider whether it is permanent or transitory.