Global Perspectives

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.

Fixed Income Perspectives

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

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Low rates versus US election: what matters for fixed income?

Low rates versus US election: what matters for fixed income?

Jim Cielinski, Global Head of Fixed Income, believes central bank policy is likely to be the dominant influence on fixed income markets, regardless of who wins the US election.

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.

A superfluous tweak to the Fed’s mandate

A superfluous tweak to the Fed’s mandate

Nick Maroutsos, Co-Head of Global Bonds, believes that despite a shift in policy, the US Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.

RBA to markets: “We are still here”

RBA to markets: “We are still here”

Portfolio Manager Dan Siluk explains that, despite economic conditions appearing to stabilise throughout much of Australia, the Reserve Bank of Australia felt compelled to recommence bond purchases to establish its credibility with respect to its yield curve control programme.

Fed watch: stealth yield curve control?

Fed watch: stealth yield curve control?

Head of Global Bonds Nick Maroutsos describes the Fed decision in July to hold rates steady as a non-event given that the central bank, through its actions, has already proven its willingness to do whatever it takes to support the US economy during this unprecedented period.

An historic day for Europe
Quick Views Coronavirus

An historic day for Europe

Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the European Union’s landmark coronavirus recovery package, agreed after four days and four nights of negotiations.

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.

Quick view: the MPC maintains its stance

Quick view: the MPC maintains its stance

Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, responds to the MPC’s dovish view on prospects for the UK economy, although risks remain skewed to the downside.

Warning signs ahead for indebted companies: what are the investment implications?

Warning signs ahead for indebted companies: what are the investment implications?

With many companies facing concerns over liquidity and debt as lockdowns continue, is there a way to distinguish between the winners and losers? Luke Newman, UK equities portfolio manager, gives his thoughts on the opportunities and risks for both long and short investors.

Oil crisis sparks market consolidation

Oil crisis sparks market consolidation

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other risk assets, as negative oil prices put the brakes on the recent v-shaped market recovery.

Staying active through uncertainty
Quick Views Coronavirus

Staying active through uncertainty

Portfolio Manager Marc Pinto discusses the importance of staying active to navigate the downturn and position for an eventual recovery.

Fed Watch: the Fed’s third emergency meeting

Fed Watch: the Fed’s third emergency meeting

Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s (Fed) latest efforts to ease financial conditions and why he believes the outlook for financial markets now depends on fiscal policy.