For financial professionals in Finland

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.

Fixed Income Perspectives

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

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

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‘Gradually then suddenly’ – or how to fall in love with trend following

‘Gradually then suddenly’ – or how to fall in love with trend following

Just how important is patience for trend following investors? Portfolio managers Mathew Kaleel, Andrew Kaleel and Maya Perone consider the implications of the ‘gradually then suddenly’ phenomenon.

Global dividends reached new record in 2021

Global dividends reached new record in 2021

The latest edition of the Janus Henderson Global Dividend Index shows that global dividends made a strong recovery in 2021.

Repricing Risk: How Might the Ukraine Conflict Impact Financial Markets?

Repricing Risk: How Might the Ukraine Conflict Impact Financial Markets?

Paul O’Connor, Head of the UK-based Multi-Asset team, provides a short overview of his thoughts on the potential impact of rising commodity prices on the global economy, particularly in Europe.

Decarbonisation in emerging markets: a new index to track progress

Decarbonisation in emerging markets: a new index to track progress

Janus Henderson has created a new decarbonisation index for emerging markets, with an initial report covering Latin America.

Russia Ukraine market impact – a week on

Russia Ukraine market impact – a week on

A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.

Global real money squeeze approaching recession threshold
Global Perspectives

Global real money squeeze approaching recession threshold

Surging commodity prices and the rouble’s collapse could result in global six-month real narrow money growth turning negative, argues Simon Ward, Economic Adviser.

Inflation dilemma: where now for central banks and fixed income?

Inflation dilemma: where now for central banks and fixed income?

Jim Cielinski considers the dilemma for central banks as they are caught between decades-high inflation and an increasingly uncertain growth outlook.

What’s changed ‒ and hasn’t ‒ for large caps?
Quick Views Volatility

What’s changed ‒ and hasn’t ‒ for large caps?

Has the fundamental picture for US large-cap stocks changed in a shifting macro environment?

Investing in nuclear energy: are we at a new dawn?

Investing in nuclear energy: are we at a new dawn?

Portfolio manager Tal Lomnitzer explains green energy, and explores the challenges and opportunities in uranium, an increasingly relevant topic for ESG investors.

Ukraine investment considerations: time in the market beats market-timing

Ukraine investment considerations: time in the market beats market-timing

What history can teach us about the potentially costly effects of making drastic portfolio changes during uncertain times.

Breaking down plastic pollution

Breaking down plastic pollution

Exploring the investment considerations for the responsible use of plastic.

Things have changed: the options market suggests monetary tightening to moderate

Things have changed: the options market suggests monetary tightening to moderate

Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.