For financial professionals in Belgium

Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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 and insights on Mexico, Central America and the Caribbean, and South America.

Alternative Perspectives

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

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

Latest Insights

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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.

PCS signal and noise: The yield curve and the US economy

PCS signal and noise: The yield curve and the US economy

The Signal and Noise series from the Portfolio Construction and Strategy Team seeks to identify historical patterns and precedents through which we can view current market challenges.

Yield curve inversion: warning or opportunity for sterling corporate bonds?

Yield curve inversion: warning or opportunity for sterling corporate bonds?

Despite a challenging start to 2022 for sterling corporate bonds, the market’s risk perception for the asset class is short of elevated levels. Should investors look through the recent volatility, they will find attractive levels of yields that remain backed by strong corporate fundamentals.

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.

Beyond the noise: just another rollercoaster

Beyond the noise: just another rollercoaster

Sticking with sectors that now look entrenched in a post-pandemic world can help investors navigate the new storm of rising rates, inflation and geopolitical uncertainty.

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.

SEC unveils long-awaited climate-related disclosure recommendations

SEC unveils long-awaited climate-related disclosure recommendations

The SEC has proposed new climate-related disclosures for public companies. What are the details?

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.

Biodiversity loss: the other systemic crisis

Biodiversity loss: the other systemic crisis

In this new series of primers we examine key sustainability challenges that humanity is facing.