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Global Perspectives

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.

Fixed Income Perspectives

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

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Global Dividend Index

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

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Essentials: the Janus Henderson Global Property Equities Strategy

Essentials: the Janus Henderson Global Property Equities Strategy

Guy Barnard, Co-Head of Global Property Equities, provides an introduction to the Global Property Equities Strategy. The high conviction, actively-managed strategy invests in listed property stocks and real estate investment trusts (REITs), and aims to deliver attractive total returns to investors over the long term.

Global warning: the case for low carbon investing, today

Global warning: the case for low carbon investing, today

Hamish Chamberlayne, investment manager for Janus Henderson’s global sustainable equity strategy, explains why climate change remains the biggest investment issue of our lifetime.

Essentials: The Asian Growth Strategy in three minutes

In this ‘Essentials’ video, Andrew Gillan provides an overview of the Asian Growth Strategy that he manages with Associate Investment Manager, Mervyn Koh. The strategy seeks long-term capital appreciation by investing at least two thirds of available total assets in a variety of sectors across Asia excluding Japan equity markets.

Factor timing – You’re doing it wrong!

Factor timing – You’re doing it wrong!

The quantitative finance world has recently been transfixed by its version of the East Coast/West Coast feud. But instead of Brooklyn versus Compton rappers, it’s their suburban cousins Greenwich versus Newport Beach arguing over factor timing.

Beyond the metrics: which active techniques add value?

Beyond the metrics: which active techniques add value?

With investors faced with the option of whether to gain exposure to a particular asset class via active or passive strategies, many are now looking at when the added value of active management is preferable. As noted in our previous article we believe both approaches have a role to play, but selectivity is required. Here we explore how certain managers at Henderson employ techniques often associated with ESG (environmental, social, and corporate governance) investing and which are omitted from the passive approach.

10 reasons for active management in fixed income

10 reasons for active management in fixed income

We believe that active management has an important role to play in investment portfolios. Here, we highlight 10 reasons, each supported by a chart, to demonstrate why active management can be valuable when investing in fixed income.

Global Growth: the developing trend towards paperless payments

Global Growth: the developing trend towards paperless payments

The managers of the Henderson Global Growth Strategy seek to identify long-term secular trends that they believe are underappreciated by the market. One such trend is the rise of paperless payments and a shift away from cash as a medium of exchange. Ian Warmerdam, Head of Global Growth, and Portfolio Manager Gordon Mackay explain why they believe this trend has further to run.

The Curious Case of EURGBP and the French Election
Global Perspectives

The Curious Case of EURGBP and the French Election

​In normal circumstances, the pricing of currency options should reflect, to a good extent, the probability of political upsets, particularly if those upsets have obvious macroeconomic implications. Here, Mark Richardson, and Steve Cain, fund managers in Henderson’s Multi-Strategy Team, examine why, in the run-up to the French presidential election, this does not appear to be the case for EURGBP (the price of euros measured in sterling).

The Curse of the ETF Tourist

The Curse of the ETF Tourist

The growing popularity of investing in exchange traded funds (ETFs) is a key component of the active versus passive debate. Here, Aneet Chachra, fund manager, and David Elms, Head of Diversified Alternatives, from Henderson’s Multi-Strategy Team, explain why investing in many ETFs is actually an ‘active’ call and explore how investors in these vehicles have typically fared.

Active versus passive investing – selectivity required

Active versus passive investing – selectivity required

​The active versus passive debate has led to numerous studies, detailed analysis and thought-provoking theories. What is clear is that passive funds have attracted significant inflows in the last decade and now play a major role, for better or worse, both in investor portfolios and in the functioning of global capital markets.

The Alternative View – Avoiding Bubble-Weight Indices
Global Perspectives

The Alternative View – Avoiding Bubble-Weight Indices

​In this series of views from Henderson’s Multi-Strategy team, Head of Diversified Alternatives, David Elms, and Fund Manager Aneet Chachra discuss why highly sector-concentrated indices may be riskier than they appear.

Will technological progress be the downfall of globalisation?

Will technological progress be the downfall of globalisation?

Throughout the 20th century, the world economy became more global than ever before. Cross-border trade grew exponentially and the increasingly free movement of people led to the blurring of international boundaries, both geographical and cultural. While there is little doubt that trade-liberalisation and the reduction in global protectionism laid the foundations for the surge in