Global Perspectives

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

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.

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.

Alternative Perspectives

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

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

‘A third way’ to sustain the gig economy

‘A third way’ to sustain the gig economy

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.

Fundamentals before politics: the outlook for stocks and bonds through the US presidential election

Fundamentals before politics: the outlook for stocks and bonds through the US presidential election

Portfolio managers Jeremiah Buckley and Mike Keough discuss long-term fundamental factors that may prove to be more important than short-term uncertainty caused by the upcoming election.

Emerging markets caught in trade winds

Emerging markets caught in trade winds

Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.

US election: interpreting market moves since President Trump’s positive COVID-19 diagnosis

US election: interpreting market moves since President Trump’s positive COVID-19 diagnosis

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the latest market movements as news of President Trump’s COVID-19 diagnosis adds to the chances of a Democratic clean sweep in the 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.

Looking past election volatility

Looking past election volatility

Director of Research Matt Peron says that while the 2020 U.S. presidential race could create volatility for stocks, such pullbacks are often based on fear, not long-term fundamentals.

US Affordable Care Act: “Reports of my death are greatly exaggerated”

US Affordable Care Act: “Reports of my death are greatly exaggerated”

With the U.S. Supreme Court set to hear arguments about the constitutionality of the Affordable Care Act (ACA) on 10 November, the death of Justice Ruth Bader Ginsburg has raised doubts about the law’s future and led stocks of hospitals and insurance providers to sell off. But Portfolio Manager Andy Acker and Research Analyst Rich Carney say the reaction may be overdone.

US election insights: healthcare gains an edge

US election insights: healthcare gains an edge

In this Q&A, Portfolio Manager Andy Acker explains how the political discourse around healthcare has shifted, with potential benefits for the sector.

The regulatory and policy landscape for big tech

The regulatory and policy landscape for big tech

US-based technology equities portfolio manager Denny Fish believes that even if some large tech companies are compelled by regulators to adjust their business practices and others are impacted by a deceleration of global trade, the sector’s secular drivers remain intact and tech is likely to continue to account for a greater share of corporate earnings.