For institutional investors in Sweden
Market Impact: Russia/Ukraine
How markets are reacting to the conflict and what it means for investors
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.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
Sovereign Debt Index
A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.
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Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?
The Bank of England’s May meeting has stoked recession and stagflation risks, and a more measured approach to tightening.
The renminbi’s resilience has faltered as appetite for Chinese assets has turned. What does this mean for China’s markets as the country faces a rekindled policy trilemma?
Considering long-term themes in industrials during the latest stretch of market volatility.
Where we see potential opportunities as emerging markets decarbonize.
The importance of establishing consistent frameworks for businesses to incorporate climate risk into their strategies and operations.
ESG factors are becoming increasingly important in the analysis of EM companies.
Contrary to conventional wisdom, equities investors should interpret an inverted yield curve as a potentially positive development.
The SEC has proposed new climate-related disclosures for public companies. What are the details?
Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to US$65.4 trillion in 2021.
Key market drivers from the first quarter and key themes to watch going forward.
Equity market signals and economic data indicate US consumers are tolerating higher energy prices – for now.