For institutional investors in Sweden
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
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
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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Perkins* Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in US small-cap value equities.
*Perkins Investment Management is a subsidiary of Janus Henderson.
European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.
Nick Sheridan, European equities portfolio manager, explains why 2021 could be the year for value as economies recover from the coronavirus pandemic.
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that we should keep one eye on inflation and inflation expectations.
Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.
News of game-changing vaccines have heralded a dramatic change in expectations for markets and the economy in 2021. Paul O’Connor, Head of the UK-based Multi Asset Team, considers the rationale behind this optimism.
Jamie Ross, European equities portfolio manager, argues that a disciplined, balanced approach is key to this asset class in 2021.
Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.
John Bennett, Director of European Equities, shares his view on the outlook for European equities in 2021.
Tim Winstone, corporate credit portfolio manager, sees reduced bond issuance, ongoing policy support and a recovering economy helping to underpin euro investment grade bonds in 2021.
Portfolio Manager Seth Meyer discusses how a return to normal in 2021 should be supportive for credit markets.