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.

Equity Perspectives

Quarterly insight from our Equity team 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.

Fixed Income Perspectives

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

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An historic day for Europe
Quick Views Coronavirus

An historic day for Europe

Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the European Union’s landmark coronavirus recovery package, agreed after four days and four nights of negotiations.

Oil crisis sparks market consolidation

Oil crisis sparks market consolidation

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other risk assets, as negative oil prices put the brakes on the recent v-shaped market recovery.

Quick view: The importance of liquidity

Quick view: The importance of liquidity

Jay Sivapalan, Head of Australian Fixed Interest, provides his view on the liquidity challenges currently affecting the market and how central banks will need to do more through the COVID-19 crisis.

When the economy stops

When the economy stops

Jay Sivapalan, Head of Australian Fixed Interest, provides some observations on the coming economic ‘stop’, the necessary policies for this unusual crisis and details how the Australian Fixed Interest team are managing their strategies through the market turbulence.

Viral panic – what is the endgame?

Viral panic – what is the endgame?

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the purge of risk appetite across the investment world as the coronavirus spreads, considering the range of potential government measures, and the quiet progress being made on containment.

From complacency to panic: Coronavirus and oil
Quick Views Coronavirus

From complacency to panic: Coronavirus and oil

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the recent market shock as oil prices tumble and the Coronavirus continues to impact countries globally.

US Fed’s emergency rate cut not a cure for volatility

US Fed’s emergency rate cut not a cure for volatility

The US Federal Reserve’s surprise rate cut reflects the increasing uncertainty the US economy and investors currently face. Jim Cielinski, Global Head of Fixed Income, provides his views on what the highly unusual move means for markets and why he believes investors should remain cautious.

Investors possibly ill-positioned for continued market rotation

Investors possibly ill-positioned for continued market rotation

Investors may not be sufficiently considering the prospects of a steadying US economy and a potential rise in inflation.

Brexit update – curb your enthusiasm
Quick Views Brexit

Brexit update – curb your enthusiasm

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations. 

Quick view: Chinese yuan depreciates to critical level against the US dollar
Quick Views China

Quick view: Chinese yuan depreciates to critical level against the US dollar

Charlie Awdry, Chinese Equities Portfolio Manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.

The battle of the banks – the RBA vs the Big Four
Quick Views

The battle of the banks – the RBA vs the Big Four

Ashley Kopczynski, Associate Portfolio Manager – Credit, examines the tension between the RBA and the major banks and how much of the RBA’s 50bps cut in the official cash rate has been passed onto borrowers.

Quick take: inside the RBA’s rate decision

Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, discusses the Reserve Bank of Australia’s (RBA) decision to hold rates steady.