For institutional investors in Sweden

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.

Decarbonisation in EM Index

Perspectives on decarbonisation challenges facing Asia, with examples from China, India and the Republic of Korea.

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

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Research in Action Podcast: Tech’s mega themes show no signs of slowing

Research in Action Podcast: Tech’s mega themes show no signs of slowing

Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.

Bullish inversion: a novel take on the flattening yield curve
Quick Views Macroeconomics

Bullish inversion: a novel take on the flattening yield curve

Contrary to conventional wisdom, equities investors should interpret an inverted yield curve as a potentially positive development.

Five questions fixed income investors are asking in 2022

Five questions fixed income investors are asking in 2022

Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.

Opposing Forces

Opposing Forces

A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.

Caution Merited in an Increasingly Uncertain Market

Caution Merited in an Increasingly Uncertain Market

Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.

Sovereign debt levels hit new records in 2021

Sovereign debt levels hit new records in 2021

Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to US$65.4 trillion in 2021.

Equity income investing: key market drivers

Equity income investing: key market drivers

Key market drivers from the first quarter and key themes to watch going forward.

Global stocks provide clues to accelerating inflation

Global stocks provide clues to accelerating inflation

Equity market signals and economic data indicate US consumers are tolerating higher energy prices – for now.

Keep calm and (commodity) carry on

Keep calm and (commodity) carry on

Volatility and noise in financial markets increased markedly in the first quarter of 2022. Can investors find a useful signal in commodity markets that can shed some light in a somewhat uncertain world?

What do higher oil prices mean for the energy sector?

What do higher oil prices mean for the energy sector?

The Russia/Ukraine conflict has highlighted the tight supply/demand balance for global crude, with important implications for energy stocks.

Repricing Risk: How Might the Ukraine Conflict Impact Financial Markets?

Repricing Risk: How Might the Ukraine Conflict Impact Financial Markets?

Paul O’Connor, Head of the UK-based Multi-Asset team, provides a short overview of his thoughts on the potential impact of rising commodity prices on the global economy, particularly in Europe.