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

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.

Capex comeback
Global Perspectives

Capex comeback

A surprisingly strong recovery in business investment is evidence that the Juglar cycle has turned, argues Simon Ward, Economic Adviser.

Investment themes for the COVID-19 economic recovery

Investment themes for the COVID-19 economic recovery

Portfolio Manager Jeremiah Buckley discusses evolving investment themes as the US economy begins down the path to recovery.

The end of Moore’s Law is creating winners and losers in the semiconductor space

The end of Moore’s Law is creating winners and losers in the semiconductor space

Technology equities portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss the challenges and opportunities in the evolving semiconductor space, which has been a key enabler for the development of technology.

Deconstructing sustainable design
Investment Viewpoints

Deconstructing sustainable design

In the first of a series on sustainable design, Ama Seery, Sustainability Analyst on the Global Sustainable Equity Team, breaks down sustainable design and explains how the team incorporate it into their investment approach.

Mulling market weakness
Global Perspectives

Mulling market weakness

The recent reversal in equity markets may reflect a temporary diminution of monetary support rather than a darkening economic outlook, argues Simon Ward, Economic Adviser.

What will it take to sustain a market recovery?

What will it take to sustain a market recovery?

Portfolio Manager Jeremiah Buckley discusses the elements that have helped to spur a rebound in equity markets and the factors that can help the budding recovery continue.

More reasons for optimism in US Q2 sector accounts
Global Perspectives

More reasons for optimism in US Q2 sector accounts

Strong household money growth and stable corporate finances are hopeful features of the latest US quarterly financial accounts, argues Simon Ward, Economic Adviser.

Global V scenario moving from forecast to fact
Global Perspectives

Global V scenario moving from forecast to fact

Successive V-shaped recoveries are playing out in global economic aggregates, with labour market recuperation likely to follow, argues Simon Ward, Economic Adviser.

A long-term view is the best tonic for digesting tech sector volatility

A long-term view is the best tonic for digesting tech sector volatility

Recent volatility in the technology sector may cause some investors to lose sight of the powerful forces that have propelled the sector’s earnings growth; yet technology equities portfolio manager Denny Fish argues that a long view is essential for maximising the opportunity presented by the transition to a digital global economy.

Abenomics: more arrows in the quiver?

Abenomics: more arrows in the quiver?

In this Q&A, Junichi Inoue, Head of Japanese Equities and portfolio manager for the Japanese Opportunities Strategy, discusses the impact of Abenomics and the possibility of its continuation, as well as the implications of COVID on Japanese stocks.

Why the cyclicals rally could extend
Global Perspectives

Why the cyclicals rally could extend

Traditional cyclical equity market sectors could sustain their outperformance of defensive sectors and start to overtake tech, argues Simon Ward, Economic Adviser.