For institutional investors in Norway
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
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.
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Technology plays a pivotal role in the transition towards a more sustainable world. Portfolio manager Richard Clode explores these themes and the investment opportunities.
With an initial rate hike just around the corner, attention now turns to how the Federal Reserve will manage its balance sheet reduction.
Head of Secured Credit Colin Fleury and Head of Loans David Milward, explore Janus Henderson’s differentiated approach to MAC investing.
It is said, “stocks prices follow earnings.” A discussion on why this isn’t currently the case and what investors should consider as a result.
Hamish Chamberlayne reflects on the last quarter of 2021 and looks ahead to the opportunities in the world of sustainability.
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.
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
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.
While bouts of market volatility are likely to continue amid divergent macroeconomic themes, Portfolio Manager Doug Rao remains constructive on the prospects for growth in the coming year.
Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
Exploring inflation-hedging assets in preparation for the end of the Great Moderation
Why rotating into bond investments that may offer lower returns but less chance of generating negative returns could prove to be prudent.