For institutional investors in Norway

Global Perspectives

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 markets and opportunities ahead.

Alternative Perspectives

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 is enabling sustainability

Technology is enabling sustainability

Technology plays a pivotal role in the transition towards a more sustainable world. Portfolio manager Richard Clode explores these themes and the investment opportunities.

Fed to the market: one step closer

Fed to the market: one step closer

With an initial rate hike just around the corner, attention now turns to how the Federal Reserve will manage its balance sheet reduction.

The Case for Multi-Asset Credit

The Case for Multi-Asset Credit

Head of Secured Credit Colin Fleury and Head of Loans David Milward, explore Janus Henderson’s differentiated approach to MAC investing.

Earnings Don’t Matter… At Least Here in the U.S.

Earnings Don’t Matter… At Least Here in the U.S.

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.

Global Sustainable Equity: news and opportunities (January 2022)
Investment Viewpoints

Global Sustainable Equity: news and opportunities (January 2022)

Hamish Chamberlayne reflects on the last quarter of 2021 and looks ahead to the opportunities in the world of sustainability.

Plain sailing for floating assets in 2022?

Plain sailing for floating assets in 2022?

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.

Global technology markets seek normalcy in 2022

Global technology markets seek normalcy in 2022

As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.

Global equities: focus on the predictable

Global equities: focus on the predictable

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.

The outlook for large cap US growth equities through renewed volatility

The outlook for large cap US growth equities through renewed volatility

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.

The necessity of yield in 2022

The necessity of yield in 2022

Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.

Still Think High Inflation is Transitory?
Investment Viewpoints

Still Think High Inflation is Transitory?

Exploring inflation-hedging assets in preparation for the end of the Great Moderation

Favouring stability in US fixed income in 2022

Favouring stability in US fixed income in 2022

Why rotating into bond investments that may offer lower returns but less chance of generating negative returns could prove to be prudent.