Catching Fallen Angels
When corporate bond issuers suffer downgrades, opportunities open up for investors prepared to take the...
Perspectives
Banking on (Non-Traditional) Financials
The hunt for quality growth in the financials sector has long been a slog for those wanting to limit their sensitivity to the economic cycle, but beyond the traditional banking...
Latest Articles
Reassessing Sustainability and Investing in Defence
Sustainable investors have typically avoided investments in defence. Geopolitical developments, and the evolution of a more nuanced view of what matters for sustainability, have now...
What Uncertainty?
Last month we asked the question ‘is this time different’ for markets as the Trump administration attempts to reshape the global economic order. Looking at...
US Dollar as the Key Driver of H1 Returns
Chart of the week – US dollar as the key driver of H1 returns What can investors expect from markets in the second half of...
Most Viewed
AI vs. SaaS: Who Wins the Future of Software
There’s growing chatter in tech circles suggesting that SaaS—Software as a Service—is headed for disruption,...
Meet the 899-Ton Elephant in U.S. Tax Reform
Key Takeaways A proposed new U.S. tax rule may raise withholding taxes on dividends...
The Hidden Cost of Nature Loss
Biodiversity is declining at an alarming rate, threatening the ecosystems that support human life, economic...
Trending
Annual Sustainability Report 2024
A review of our sustainability achievements in 2024, including engagement...
Trump 2.0: Make Emerging Markets Great Again
Initial fears of the impact of US trade policy on...
Carmignac – Outlook for the Second Semester of 2025
Trump, having apparently misdiagnosed the US economic problems, has implemented...
Is Quantum Computing Approaching a Tipping Point?
Wave after wave of transformative technologies have marked the past...
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Nordea Launches New Empower Europe Fund
Nordea Asset Management introduces a new fund for private and institutional investors who want to invest in...
Dividend Yield Vs Total Return: What Matters More for Long-Term Investors?
We consider the distinction between dividend yield and total return, and the balance between them when investing...
EM Local Currency Bonds Shine as U.S. Dollar and Rates Wobble
EM local bonds are outperforming in 2025, offering high yield, diversification, and strong fundamentals amid U.S. market...
In Credit Weekly Snapshot – June 2025
‘Take it to the limit’ … Markets at a glance Dazed and confused Markets at a glance