For institutional investors in Norway

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

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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Globalisation: Sorry, Donald, it’s here to stay

Globalisation: Sorry, Donald, it’s here to stay

Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.

Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

Paul O’Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors.

Global Sector Views: June 2019

Global Sector Views: June 2019

Carmel Wellso and the US-based Global Research team share their views on equity markets in the June 2019 edition of Global Sector Views.

China’s disruptive internet companies
Global Perspectives

China’s disruptive internet companies

Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.

China’s role on the global stage
Global Perspectives

China’s role on the global stage

Charlie Awdry, China equities portfolio manager, discusses how disruption is playing out in China and the potential disruptive impact of China on global markets going forward.

How do tech IPOs perform in their first year?
Global Perspectives

How do tech IPOs perform in their first year?

Aneet Chachra, portfolio manager within the Alternatives team, takes a quantitative look at US tech initial public offerings (IPOs) and how they have historically performed post-launch.

An American flavour to European high yield
Global Perspectives

An American flavour to European high yield

​Tom Ross and Tim Winstone, Corporate Credit Portfolio Managers, explore the reasons why US companies are borrowing through European bond markets and why this creates potential opportunities for investors.

Charlie Awdry: notes from the road
Global Perspectives

Charlie Awdry: notes from the road

Charlie Awdry, China equities portfolio manager, gives a first-hand insight into the culture, company dynamics and consumer trends experienced during his recent research trip to China.

Market GPS Investment Outlook 2020
Global Perspectives

Market GPS Investment Outlook 2020

What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.

Equity moves, fund flows and fear
Global Perspectives

Equity moves, fund flows and fear

Aneet Chachra, portfolio manager within the Alternatives team, asks whether fund flows affect equity prices.

Money for nothing, right tails for free
Global Perspectives

Money for nothing, right tails for free

Aneet Chachra, portfolio manager within the Diversified Alternatives team, looks at the disconnect between share valuations and option market pricing and what this might imply for European equities.

The alternative view: Fast casual and artisanal alpha

The alternative view: Fast casual and artisanal alpha

​Aneet Chachra, portfolio manager within the Diversified Alternatives team at Janus Henderson, discusses unexpected parallels between the dining industry and investment management.