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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 teams 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.

Alternative Perspectives

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

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Evaluating stocks as growth continues to grow
November 2020
Investment Viewpoints Growth Equities

Evaluating stocks as growth continues to grow

Portfolio Manager Doug Rao discusses the phenomenon of concentrated market leadership and what that means for long-term investors.

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Emerging markets caught in trade winds
October 2020
Investment Viewpoints China Elections Emerging Markets Growth Equities

Emerging markets caught in trade winds

Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.

4 min watch

The highly rational – and sometimes slightly less rational – world of tech investing
October 2020

The highly rational – and sometimes slightly less rational – world of tech investing

Global Technology and Innovation Portfolio Manager Denny Fish argues that a long view is essential for maximizing the opportunity presented by the forces driving the transition to a digital global economy.

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