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 Snapshot

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at quarter end.

Global Dividend Index

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

Equity Perspectives

Quarterly insight from our Equity team 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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China: a steady early recovery but a moderation expected

China: a steady early recovery but a moderation expected

In this Q&A, May Ling Wee from the China Equities Team, comments on the key issues impacting China’s recovery post COVID-19 and stock market performance year-to-date.

Fed Watch: despite high marks, Fed still has issues to resolve

Fed Watch: despite high marks, Fed still has issues to resolve

Co-Head of Global Bonds Nick Maroutsos gives the US Federal Reserve high marks for ensuring properly functioning financial markets but believes that work still needs to be done to support households and small businesses most vulnerable to the economic disruptions caused by the COVID-19 pandemic.

A long-term perspective on US money and wealth

A long-term perspective on US money and wealth

Recent posts on the “quantity theory of wealth” may have been heavy going, so what follows is an attempt to explain the approach more simply using charts of US data extending back over 100 years.

How strong money growth will boost inflation

How strong money growth will boost inflation

Global inflation is expected here to pick up significantly over the next 2-3 years. This would be consistent with the Kondratyev “long wave” price / inflation cycle, which implies a multi-year rise to a peak in the late 2020s, as well as current monetary trends – G7 annual broad money growth may have reached 16% in May, which would be the fastest since 1973.

The big rotation

The big rotation

Paul O’Connor, Head of the UK-based Multi-Asset Team, gives his thoughts on the dramatic gains across markets over the past few weeks, and considers the factors he believes need to be in place to sustain the ‘V’-shaped rally.

Tech revolution: is NVIDIA driving the next AI wave?

Tech revolution: is NVIDIA driving the next AI wave?

Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss the recent launch of Ampere, NVIDIA’s latest graphics accelerator, which looks set to be a gamechanger for the development of cloud computing, artificial intelligence and gaming graphics.

Accelerating and emerging trends within U.S. equities

Accelerating and emerging trends within U.S. equities

Portfolio Managers Marc Pinto and Jeremiah Buckley discuss accelerating and emerging secular themes amid the COVID-19 crisis and which companies stand to benefit.

Investing in health care post COVID-19

Investing in health care post COVID-19

Health care’s aggressive efforts to address COVID-19 could have a positive impact on the sector long term, says Portfolio Manager Andy Acker.

Emerging Markets: ‘a rising tide will not lift all boats’

Emerging Markets: ‘a rising tide will not lift all boats’

Daniel Graña argues that a large disparity is likely between the success stories of certain emerging market countries and the failures of others.

Sustainability and digitalisation: speeding the transition to a low carbon world

Sustainability and digitalisation: speeding the transition to a low carbon world

Hamish Chamberlayne, Head of Global Sustainable Equity and Portfolio Manager, explores the advancements made in the digital space and how this is closely linked with a sustainable future.

Making sense of equities in 2020

Making sense of equities in 2020

George Maris, Co-Head of Equities – Americas, recaps equity market volatility in 2020 and what investors should consider as the outlook for the global economy remains unclear.

How do opportunities within Asian equities change post COVID-19?

How do opportunities within Asian equities change post COVID-19?

Andrew Gillan explores the impact of the pandemic on Asian equities and explains why structural growth stories remain intact.