Global Perspectives

Corporate Debt Index

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

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.

Latest Insights

Health care’s innovation shifts into high gear

Health care’s innovation shifts into high gear

Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.

Healthcare builds momentum

Healthcare builds momentum

Recent achievements in clinical research and the 2020 US election outcome could benefit the health care sector in the coming year, says Portfolio Manager Andy Acker.

COVID-19: analysing approaches to mental health

COVID-19: analysing approaches to mental health

Charlotte Nisbet, Analyst on the Governance and Responsible Investment Team and member of the Janus Henderson Mental Health Group, discusses the importance of mental health and wellbeing from an investment and employer perspective.

US Affordable Care Act: “Reports of my death are greatly exaggerated”

US Affordable Care Act: “Reports of my death are greatly exaggerated”

With the U.S. Supreme Court set to hear arguments about the constitutionality of the Affordable Care Act (ACA) on 10 November, the death of Justice Ruth Bader Ginsburg has raised doubts about the law’s future and led stocks of hospitals and insurance providers to sell off. But Portfolio Manager Andy Acker and Research Analyst Rich Carney say the reaction may be overdone.

Election insights: health care gains an edge

Election insights: health care gains an edge

How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.

Innovation and government aid propel COVID-19 vaccines, biotech sector

Innovation and government aid propel COVID-19 vaccines, biotech sector

New technology and government funding are helping accelerate COVID-19 vaccine development, with potential benefits for the biotech sector over the long term.

COVID-19: Understanding the science & investment implications (Part 5)

COVID-19: Understanding the science & investment implications (Part 5)

In the latest installment of our video series on the scientific and investment implications of COVID-19, Biotech Analyst, Agustin Mohedas, discusses how efforts to develop treatments and vaccines have accelerated innovation in healthcare. He also provides insight on the potential impact of certain states reopening their economies and what the timeline to develop an effective vaccine could look like.

COVID-19: Understanding the science & investment implications (Part 4)

COVID-19: Understanding the science & investment implications (Part 4)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

COVID-19: Understanding the science & investment implications (Part 3)

COVID-19: Understanding the science & investment implications (Part 3)

In the third installment of our video series on the scientific and investment implications of COVID-19, Health Care Analyst Rich Carney focuses on the impact of the virus within the US and explores the related developments.

COVID-19: Understanding the science & investment implications (Part 1)

COVID-19: Understanding the science & investment implications (Part 1)

The first of a video series on the scientific and investment implications of the coronavirus pandemic, with Global Life Sciences Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas.

Innovation and healthcare amid COVID-19

Innovation and healthcare amid COVID-19

Portfolio Manager Andy Acker discusses how advances in healthcare have come into focus during the coronavirus pandemic and what that could mean for the sector long term.