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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Another step towards policy tightening – with a caveat

Another step towards policy tightening – with a caveat

Cautioning against classifying the Fed’s interest rate ‘liftoff’ decision as being unequivocally hawkish.

Inflation lessons from the 1970s
Global Perspectives

Inflation lessons from the 1970s

Policy laxity in the mid-1970s allowed high inflation to become entrenched but central banks have already engineered an effective tightening and money trends suggest that planned rate hikes will result in overrestriction, argues Simon Ward, Economic Adviser.

The balancing act: navigating central bank policy divergence

The balancing act: navigating central bank policy divergence

The challenge for central banks has grown more complicated with volatility in bond markets and mounting inflationary pressures. Investors face a similar balancing act in navigating the central bank policy divergence that is set to characterise 2022 and beyond.

ESG 101: untangling the performance conundrum

ESG 101: untangling the performance conundrum

Recent research calls into question investors’ concerns that incorporating ESG always means sacrificing returns.

Fantasy forecasting and the ECB
Global Perspectives

Fantasy forecasting and the ECB

The ECB staff’s downgraded GDP growth projection for 2022 still looks wildly optimistic, argues Simon Ward, Economic Adviser.

‘Swissie’ causing headaches for its central bank

‘Swissie’ causing headaches for its central bank

The Swiss franc is on an appreciating trajectory versus the euro. What can the central bank do to stem the rise?

Quality value in Europe – a change in direction for the new investment cycle

Quality value in Europe – a change in direction for the new investment cycle

With inflation and political tensions rising, global trade becoming more difficult and ultimately a likely increase in interest rates, is there a new dawn on the horizon for European value stocks?

‘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.