For institutional investors in Norway

Global Perspectives

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

Janus Henderson Corporate Debt Index

The Corporate Debt Index is the first edition in a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.

Equity Perspectives

Quarterly insight from our equity 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.

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The highly rational – and sometimes slightly less rational – world of tech investing

The highly rational – and sometimes slightly less rational – world of tech investing

Global Technology and Innovation Portfolio Manager Denny Fish argues that a long view is essential for maximizing the opportunity presented by the forces driving the transition to a digital global economy.

The end of Moore’s Law is creating winners and losers in the semiconductor space

The end of Moore’s Law is creating winners and losers in the semiconductor space

Technology equities portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss the challenges and opportunities in the evolving semiconductor space, which has been a key enabler for the development of technology.

Deconstructing sustainable design
Investment Viewpoints

Deconstructing sustainable design

In the first of a series on sustainable design, Ama Seery, Sustainability Analyst on the Global Sustainable Equity Team, breaks down sustainable design and explains how the team incorporate it into their investment approach.

Secured loans update: all loans are not equal

Secured loans update: all loans are not equal

Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team, provides a brief analysis of the current state of US and European loan markets, finding that they signal different outlooks.

‘Fall’ harvest: preparing portfolios for the next season

‘Fall’ harvest: preparing portfolios for the next season

Perkins US equity Portfolio Manager Ted Thome discusses opportunities created by the current market and why now may be a good time for investors to position their portfolios for a changing environment.

Election insights: options implied analysis of the US presidential election

Election insights: options implied analysis of the US presidential election

Head of Global Asset Allocation, Ashwin Alankar, and Chief Investment Strategist, Myron Scholes, provide insight on how the options market reacted to the Democratic and Republican conventions and whether the proceedings impacted the markets’ assessment of the US presidential election’s outcome.

Investment considerations of a bipolar world

Investment considerations of a bipolar world

Daniel Graña, Emerging Market Equity Portfolio Manager, believes that the beginning of the end of the post-Cold War order and the rise of an assertive China have enormous investment implications.

A new tactical addition to portfolio protection
Global Perspectives

A new tactical addition to portfolio protection

How can we mitigate some of the challenges associated with systematic ‘protection’ strategies that are ‘always on’? In this article, Portfolio Managers Andrew Kaleel and Maya Perone discuss the new Tail hedge strategy and how it can be used to address some of these challenges.

Bond/equity correlation: how to hedge the free lunch
Global Perspectives

Bond/equity correlation: how to hedge the free lunch

The relationship between equities and bonds is a central tenet of modern market behavior. In this article, Portfolio Manager Natasha Sibley considers whether investors should continue to take this easy source of diversification for granted.

Portfolio protection in a world of radical uncertainty
Global Perspectives

Portfolio protection in a world of radical uncertainty

Should investors always be protected? If so, how can this be implemented? In this article, Portfolio Manager Mark Richardson describes the construction of a multi-faceted ‘protection’ strategy designed to mitigate a large range of unforeseeable market risks.

A superfluous tweak to the Fed’s mandate

A superfluous tweak to the Fed’s mandate

Nick Maroutsos, Co-Head of Global Bonds, believes that despite a shift in policy, the US Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.

The end of the free put
Global Perspectives

The end of the free put

In this article, portfolio Managers Aneet Chachra and Steve Cain consider to what extent the offsetting relationship between bonds and equities has held firm in 2020.