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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Secured loans update: to default, or not to default, that is the question

Secured loans update: to default, or not to default, that is the question

Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team, discusses the probability of corporate defaults in the aftermath of the Covid-19 crisis and whether the risks are priced in.

The long-term opportunity in structured securities

The long-term opportunity in structured securities

The Securitized Debt team discusses its positive long-term outlook for U.S. structured securities in higher-quality, seasoned and shorter-dated exposures.

After the Virus: A Binary World

After the Virus: A Binary World

As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Global Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.

Office isn’t the next retail

Office isn’t the next retail

The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?

Equity’s response to the COVID-19 pandemic: proceed with caution

Equity’s response to the COVID-19 pandemic: proceed with caution

Citing downward earnings revisions and bearish signals gleaned from options markets, Head of Global Asset Allocation, Ashwin Alankar expresses concern that the recent rally in risk assets ignores potential headwinds facing the US economy due to lower consumption.

Australian credit market Q&A

Australian credit market Q&A

Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, discusses the credit market and how the team are actively managing the portfolios ahead of a looming de-leveraging cycle.

Australian economic view – May 2020

Australian economic view – May 2020

Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.

Is infrastructure still defensive?

Is infrastructure still defensive?

COVID-19 has turned the world upside down and with it many investment principles. Ashley Kopczynski, Associate Portfolio Manager – Credit & ESG, from the Janus Henderson Australian Fixed Interest Team discusses whether infrastructure is still a valid defensive investment.

Examining the tech sector through the pandemic – and beyond

Examining the tech sector through the pandemic – and beyond

Global Technology Portfolio Manager Denny Fish believes that many of the people and businesses who’ve relied upon technology during the pandemic will continue to do so once the crisis abates, complementing the already powerful tech trends of the cloud, artificial intelligence and IoT.

Vietnam: the new frontier in Emerging Markets?

Vietnam: the new frontier in Emerging Markets?

As some emerging market economies begin to slow, Daniel Graña, Emerging Market Equity Portfolio Manager, explains why he thinks Vietnam’s outlook is positive and why investors should take note.

What just happened in the oil market?

What just happened in the oil market?

Mathew Kaleel, Portfolio Manager in the Janus Henderson Diversified Alternatives Team, discusses how a lack of oil storage capacity and low demand saw the oil price fall steeply into negative territory.

Quick view: The day the oil price went negative

Quick view: The day the oil price went negative

Tal Lomnitzer, Senior Investment Manager in the Janus Henderson Global Natural Resources Team, explains how oil prices went into negative territory and what this means for oil sector equities and the Team’s outlook.