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.

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Alternative Perspectives

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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Global Perspectives Podcast: The high is back in high yield

Global Perspectives Podcast: The high is back in high yield

Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?

The UK’s dovish turn: The £ gets pounded

The UK’s dovish turn: The £ gets pounded

The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.

China’s trilemma and the renminbi’s fall

China’s trilemma and the renminbi’s fall

The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?

Market volatility amplifies themes in industrials

Market volatility amplifies themes in industrials

Considering long-term themes in industrials during the latest stretch of market volatility.

Earth Day 2022: investing in climate literacy to manage risk

Earth Day 2022: investing in climate literacy to manage risk

The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.

Long-term trends in EM: a growing focus on ESG

Long-term trends in EM: a growing focus on ESG

ESG factors are becoming increasingly important in the analysis of EM companies.

Bullish inversion: a novel take on the flattening yield curve
Quick Views Macroeconomics

Bullish inversion: a novel take on the flattening yield curve

Contrary to conventional wisdom, equities investors should interpret an inverted yield curve as a potentially positive development.

SEC unveils long-awaited climate-related disclosure recommendations

SEC unveils long-awaited climate-related disclosure recommendations

The SEC has proposed new climate-related disclosures for public companies. What are the details?

Sovereign debt levels hit new records in 2021

Sovereign debt levels hit new records in 2021

Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to US$65.4 trillion in 2021.

Equity income investing: key market drivers

Equity income investing: key market drivers

Key market drivers from the first quarter and key themes to watch going forward.

Global stocks provide clues to accelerating inflation

Global stocks provide clues to accelerating inflation

Equity market signals and economic data indicate US consumers are tolerating higher energy prices – for now.