For individual investors in Sweden

Navigating Coronavirus Uncertainty

Perspectives from our investment teams on the market impact and key considerations for investors
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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.

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.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Latest Insights

Global equities: focus on the predictable
December 2021
Investment Viewpoints Annual Outlook Global Growth Equities

Global equities: focus on the predictable

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.

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The Importance of Diversifying U.S. Equities Through an Uneven Recovery
September 2021
Global Perspectives Coronavirus Growth Equities Volatility

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.

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The market’s tug-of-war
April 2021
Quick Views Growth Equities

The market’s tug-of-war

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.

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Powerful factors coalescing for a rebound in U.S. travel and leisure
April 2021
Global Perspectives Growth Equities Volatility

Powerful factors coalescing for a rebound in U.S. travel and leisure

Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.

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