For financial professionals in Norway

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.

Global Dividend Index

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

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Coronavirus: finding a path through uncertainty
Quick Views Coronavirus

Coronavirus: finding a path through uncertainty

Jeremiah Buckley, Portfolio Manager on the Janus Henderson Balanced team, gives a ‘quick view’ update on the strategy, covering recent central bank measures to support the economy and signs of renewed activity in China, with some factories re-opening and supply chains reconnecting.

COVID-19: cautiously optimistic on Asian equities from an income perspective

COVID-19: cautiously optimistic on Asian equities from an income perspective

Mike Kerley, Asian income equities portfolio manager, shares his views on the latest developments in Asia and discusses the investment implications from an income point of view.

Viral panic – what is the endgame?

Viral panic – what is the endgame?

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the purge of risk appetite across the investment world as the coronavirus spreads, considering the range of potential government measures, and the quiet progress being made on containment.

Federal Reserve forcefully reenters markets

Federal Reserve forcefully reenters markets

Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s recent efforts to ease financial conditions and why he believes uncertainty will continue to be a headwind for markets.

What if global COVID spread mirrors China?

What if global COVID spread mirrors China?

Major countries are now adopting radical social distancing policies, which may or may not be as effective as the lockdown in China’s Hubei province in late January.

High yield bonds: dealing with volatile markets

High yield bonds: dealing with volatile markets

Tom Ross, credit portfolio manager, comments on the crisis gripping markets and how the Corporate Credit team is responding in terms of positioning within the Global High Yield and Euro High Yield strategies.

European investment grade credit – tackling the market volatility

European investment grade credit – tackling the market volatility

Tim Winstone, credit portfolio manager, comments on the crisis gripping markets and how the Corporate Credit team is responding in terms of positioning within the European Investment Grade Credit strategy.

Coronavirus update from the Strategic Fixed Income Team

Coronavirus update from the Strategic Fixed Income Team

The spread of the coronavirus across the globe and the oil price war have served to highlight the fragility of the global markets and rattled investors. As concerns for the global supply chains and the health of economies grow, Jenna Barnard, Co-Head of the Strategic Fixed Income Team, shares her views, explaining the steps taken in the team’s portfolios that seek to mitigate the risks.

Coronavirus: Reassessing the outlook for global growth

Coronavirus: Reassessing the outlook for global growth

Although the COVID-19 coronavirus could slow global GDP growth in the near term and drive market volatility, Portfolio Manager Jeremiah Buckley sees reasons to be optimistic about a rebound in 2021.

From complacency to panic: Coronavirus and oil

From complacency to panic: Coronavirus and oil

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the recent market shock as oil prices tumble and the Coronavirus continues to impact countries globally.

Unconventional Monetary Policy in Australia: Not If, but When

Unconventional Monetary Policy in Australia: Not If, but When

Dan Siluk explains why a slowing economy and limited ability to lower interest rates may force the RBA to resort to unconventional monetary policy.

US Fed’s emergency rate cut not a cure for volatility

US Fed’s emergency rate cut not a cure for volatility

The US Federal Reserve’s surprise rate cut reflects the increasing uncertainty the US economy and investors currently face. Jim Cielinski, Global Head of Fixed Income, provides his views on what the highly unusual move means for markets and why he believes investors should remain cautious.