For financial professionals in Belgium

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.

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 risks and opportunities ahead.

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Investing in Diversity: analysing the investment risks and opportunities

Investing in Diversity: analysing the investment risks and opportunities

Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.

Evaluating stocks as growth continues to grow

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.

Sustainable design in consumer products

Sustainable design in consumer products

Charlotte Nisbet, Governance and Responsible Investment Analyst, explores the importance of sustainable design in consumer products.

COVID-19 vaccine beats expectations

COVID-19 vaccine beats expectations

How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.

A potential turning point in the battle against COVID-19

A potential turning point in the battle against COVID-19

Delivering better-than-expected trial data, a vaccine candidate from Pfizer and BioNTech could mark the beginning of the end of the pandemic and boost confidence in an economic recovery, now underway.

Fast food stays healthy

Fast food stays healthy

While the current recession has severely impacted restaurants in the US, the ‘fast food’ sector has navigated the challenging environment relatively well. The Janus Henderson securitised products and corporate credit teams discuss the reasons why, and the opportunities for bond investors.

Is there a solvency crisis looming in credit markets?

Is there a solvency crisis looming in credit markets?

Jenna Barnard, Co-Head of Strategic Fixed Income, and Nick Ware, Portfolio Manager, counter the bear argument that credit is set to face a solvency crisis by explaining that liquidity is solvency.

Global Sustainable Equity: news and opportunities (October 2020)
Investment Viewpoints

Global Sustainable Equity: news and opportunities (October 2020)

Hamish Chamberlayne, Portfolio Manager and Head of Global Sustainable Equities, highlights key sustainable news stories for the third quarter of 2020 and breaks down strategy performance.

Conditions in the high yield market

Conditions in the high yield market

Tom Ross, corporate credit manager, discusses conditions in the high yield market, including the default outlook, the importance of monetary and fiscal stimulus and whether high yield can tolerate inflation.

Three stages of absolute return investing in 2020

Three stages of absolute return investing in 2020

Portfolio Manager Luke Newman considers how the market for absolute return has changed in response to the spread of COVID-19, outlining his reasons to position for an economic recovery, while still focusing on capital preservation.

Into the fog of uncertainty

Into the fog of uncertainty

What visibility is there for investors right now? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to the fourth quarter of 2020 and beyond, summarising his latest thoughts on COVID-19, Brexit and the upcoming US election.

Rising political risk fuels uncertainty

Rising political risk fuels uncertainty

Head of US Fixed Income, Greg Wilensky, cautions that uncertainty is likely to remain elevated as we approach 3 November 2020, and thus it may be prudent to remain diversified and keep risk levels close to long-term targets.