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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.

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.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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Equity rotation consistent with liquidity squeeze
Global Perspectives

Equity rotation consistent with liquidity squeeze

Simon Ward, Economic Adviser, argues that recent market moves should not be read as endorsing economic optimism.

The case for emerging market equities

The case for emerging market equities

The Janus Henderson Emerging Market Equity Team believes that a multi-lens approach is necessary to effectively identify the most attractive opportunities and risks within these regions.

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.

A “monetarist” perspective on current equity markets – January 2022
Global Perspectives

A “monetarist” perspective on current equity markets – January 2022

Global real money trends are sending a downbeat signal for the economy and markets but could improve during H1 as inflationary pressures cool, argues Simon Ward, Economic Adviser.

Absolute return in 2022: judging an uncertain harvest

Absolute return in 2022: judging an uncertain harvest

Will markets continue to be at the mercy of COVID-19 variants? Portfolio manager Robert Schramm-Fuchs considers the challenges posed to monetary policymakers and growth expectations by the pandemic in 2022.

Global technology markets seek normalcy in 2022

Global technology markets seek normalcy in 2022

As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.

Global equities: focus on the predictable

Global equities: focus on the predictable

Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.

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.

The outlook for large cap US growth equities through renewed volatility

The outlook for large cap US growth equities through renewed volatility

While bouts of market volatility are likely to continue amid divergent macroeconomic themes, Portfolio Manager Doug Rao remains constructive on the prospects for growth in the coming year.

Global equities: balancing a broadening recovery with inflation concerns

Global equities: balancing a broadening recovery with inflation concerns

The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.

US broad money still growing too fast
Global Perspectives

US broad money still growing too fast

Inflation relief lies ahead but full “normalisation” is unlikely without a further monetary slowdown, argues Simon Ward, Economic Adviser.

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.