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.

Latest Insights

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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.

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.

ABS quick view: Tower Bridge draws a crowd for the new year

ABS quick view: Tower Bridge draws a crowd for the new year

European securitisation markets are out of the blocks in 2022 with multiple asset-backed securities (ABS) transactions set to price throughout January. Ian Bettney, Portfolio Manager, provides a quick view on the Tower Bridge transaction.

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.

Global investment grade: High uncertainty meets low dispersion

Global investment grade: High uncertainty meets low dispersion

James Briggs, corporate credit portfolio manager, considers the winds of change affecting the balance of risk and opportunity in investment grade in 2022.

Secured Credit: 2022 – year of the ‘carry’?

Secured Credit: 2022 – year of the ‘carry’?

What is in store for secured credit markets in 2022? Colin Fleury, Head of Secured Credit, shares his views.

High yield bonds: looking beneath the bonnet

High yield bonds: looking beneath the bonnet

Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.

Upwardly mobile: credit’s quest for glory

Upwardly mobile: credit’s quest for glory

Fixed income portfolio managers Tom Ross and Tim Winstone explore how a drive to improve among corporate borrowers can have winning results for both companies and investors.

ISG Insight: Markets versus policymakers – who’s in charge?

ISG Insight: Markets versus policymakers – who’s in charge?

Markets have brought forward tightening expectations, but central banks are sticking to the ‘transitory inflation’ line – for now. Our latest ISG Insight considers who has the better handle on the economic outlook?

Global Structured Debt Insight

Global Structured Debt Insight

The second edition of the Global Structured Debt Insight is now available. This regular publication aims to explore topical themes in structured debt markets and share the team’s thinking on key issues of interest.

China’s three Cs: COVID, consumption and credit

China’s three Cs: COVID, consumption and credit

Jennifer James, emerging market credit portfolio manager, considers how policies enacted by China’s government towards COVID, consumption and credit are likely to shape China’s near-term trajectory.

UK Budget giveaway fails to dispel growth fears

UK Budget giveaway fails to dispel growth fears

Portfolio manager Oliver Blackbourn responds to the latest UK Budget, addressing the market’s concerns that higher inflation could become ingrained in the UK, and fears of lower growth over the longer term.