For institutional investors in Denmark

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

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 risks and opportunities ahead.

Alternative Perspectives

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

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Real yields pulling on cable

Real yields pulling on cable

Portfolio manager Oliver Blackbourn gives his thoughts on recent sterling strength, outlining why he believes this environment may favour UK domestic-focused firms over those with global revenues.

UK Multi Asset Team – long-term expected returns & market assumptions
Global Perspectives

UK Multi Asset Team – long-term expected returns & market assumptions

Janus Henderson’s UK-based Multi Asset Team set out their expectations for longer-term returns across 31 major assets classes across equity, fixed income, currencies and commodities.

US small-cap value equities: optimism, caution and a focus on quality

US small-cap value equities: optimism, caution and a focus on quality

Perkins* Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in US small-cap value equities.

*Perkins Investment Management is a subsidiary of Janus Henderson.

Considerations for higher yields

Considerations for higher yields

Head of US Fixed Income Greg Wilensky explains why investors should consider how much interest rate risk they have in their portfolios, and make sure it is appropriate for their needs.

Welcome to Flow World

Welcome to Flow World

Large-scale trading activity periodically creates short-term dislocations. Portfolio Manager Aneet Chachra considers the investment opportunity around these flow-driven price moves.

A fertile ground for European smaller companies stock pickers in 2021

A fertile ground for European smaller companies stock pickers in 2021

European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.

European equities: will value prove victorious in 2021?

European equities: will value prove victorious in 2021?

Nick Sheridan, European equities portfolio manager, explains why 2021 could be the year for value as economies recover from the coronavirus pandemic.

ESG in 2021: closing the expectations gap

ESG in 2021: closing the expectations gap

Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.

2021 — in a word: recovery

2021 — in a word: recovery

Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that we should keep one eye on inflation and inflation expectations.

A step closer to a digital future

A step closer to a digital future

Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.

Multi-asset outlook 2021 – all change

Multi-asset outlook 2021 – all change

News of game-changing vaccines have heralded a dramatic change in expectations for markets and the economy in 2021. Paul O’Connor, Head of the UK-based Multi Asset Team, considers the rationale behind this optimism.

European equities: remain agile in 2021

European equities: remain agile in 2021

Jamie Ross, European equities portfolio manager, argues that a disciplined, balanced approach is key to this asset class in 2021.