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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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.

Flattening is not flattering

Flattening is not flattering

The recent flattening of yield curves is incongruous to the beginning of a hiking cycle. The Global Bonds team examines the drivers of these dynamics and the team’s expectations for 2022.

The high cost of ‘insurance’ in today’s ‘Aggregate’ benchmark

The high cost of ‘insurance’ in today’s ‘Aggregate’ benchmark

Bond portfolios can act as a hedge against equity market volatility, but both the value and cost of this hedge fluctuate as economic and market conditions evolve.

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.

Fed Up? The fallout from overly sweetened monetary policy
Quick Views Interest rates

Fed Up? The fallout from overly sweetened monetary policy

Portfolio Managers Dan Siluk and Jason England believe that the tide may have turned and that financial markets are forcing the hands of global central banks to react to brewing inflation.

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?

A balancing act for both monetary policy and bond investors

A balancing act for both monetary policy and bond investors

Portfolio Managers Jason England and Dan Siluk explain that inflation expectations and their influence on monetary policy will go a long way in dictating the way forward for global bond markets.

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.

Too fast, too furious: how far can the Bank of England afford to hike?

Too fast, too furious: how far can the Bank of England afford to hike?

Global Bonds Portfolio Manager Bethany Payne challenges whether the Bank of England can really deliver the interest rate hikes currently priced in by the market.

Rates update: yields move higher – September spike or sustained trend?

Rates update: yields move higher – September spike or sustained trend?

The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.