For qualified investors in Switzerland

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Global Dividend Index

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

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

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Born in a crisis

Born in a crisis

The managers of the Janus Henderson Horizon Euro Corporate Bond Fund reflect on the current COVID-19 crisis and whether there are any parallels with the Global Financial Crisis and its aftermath for the European investment grade corporate bond market.

How has the coronavirus impacted Asian equities so far?

How has the coronavirus impacted Asian equities so far?

Andrew Gillan, Head of Asia ex Japan Equities and portfolio manager for Asian growth equities, provides an update on how the region has fared during the coronavirus crisis and the implications on portfolio positioning.

South Africa: a cautionary tale in EM

South Africa: a cautionary tale in EM

In this video update, Daniel Graña, Emerging Market Equity Portfolio Manager, believes that not all countries within the asset class should be treated the same and highlights South Africa as a case in point.

Credit has been the place to be of late — a Strategic Fixed Income view

Credit has been the place to be of late — a Strategic Fixed Income view

Jenna Barnard, Co-Head of Strategic Fixed Income, remarks on the significant rally in credit markets over the last week, with healthy investment grade issuance volumes and even the US high yield market open for new issues. Support from the authorities trying to help companies avoid default has accelerated the sharp market recovery.

How is China slowly emerging from the coronavirus aftermath?

How is China slowly emerging from the coronavirus aftermath?

May Ling Wee, China equities portfolio manager, provides evidence that a resumption of economic activity is underfoot in China and discusses the accelerating digitisation of the economy, as well as how both companies and the government are supporting consumers and businesses.

Encouraging Chinese money data

Encouraging Chinese money data

Chinese money growth picked up further in March, supporting expectations of a strong economic bounceback during H2 2020.

COVID-19: understanding the science & investment implications (Part 1)

COVID-19: understanding the science & investment implications (Part 1)

The first of a video series on the scientific and investment implications of the coronavirus pandemic, with Global Life Sciences Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas.

Welcome to the new Fed

Welcome to the new Fed

Global Head of Fixed Income Jim Cielinski and Head of US Fixed Income Greg Wilensky outline why new policy actions make it clear that the US Federal Reserve has entered new territory in its commitment to supporting financial markets.

A “monetarist” perspective on current equity markets (April 2020)
Global Perspectives

A “monetarist” perspective on current equity markets (April 2020)

The last quarterly commentary expressed a cautious view on the outlook for the global economy and risk markets, on the grounds that monetary trends remained weak and did not support early recovery hopes. Market falls in Q1, of course, mainly reflected the coronavirus crisis – the monetary analysis was a “lucky general” on this occasion.

Managing liquidity within fixed income – your questions answered

Managing liquidity within fixed income – your questions answered

Jim Cielinski, Global Head of Fixed Income, answers some of the common questions we have received about liquidity within fixed income markets and how we have approached trading and portfolio positioning.

Strategic Fixed Income view: disruption simply exaggerating existing structural trends

Strategic Fixed Income view: disruption simply exaggerating existing structural trends

John Pattullo, Co-Head of Strategic Fixed Income, provides a brief update on the team’s current thoughts on the markets and the opportunities they see going forward, while explaining the reasons for their optimism.

COVID-19: outlook for dividends in 2020

COVID-19: outlook for dividends in 2020

Ben Lofthouse, Head of Global Equity Income, and Jane Shoemake, Investment Director, assess the outlook for global dividends given the wide-reaching implications from the COVID-19 pandemic.