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Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
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Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.
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Sticking with sectors that now look entrenched in a post-pandemic world can help investors navigate the new storm of rising rates, inflation and geopolitical uncertainty.
Portfolio managers and emerging market debt specialists Jennifer James and Ales Koutny analyse emerging market (EM) country fundamentals and consider how they influence opportunities for investors.
Secured loans markets have experienced fairly calm conditions in early 2022, notes David Milward, Head of Loans, while sharing his expectations for the rest of the year.
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.
European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
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.
Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.
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.
David Elms, Head of Diversified Alternatives, argues for new thinking for investors’ portfolios in 2021, following a year in which the pandemic posed unfamiliar challenges for industries.