For financial professionals in the UK

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 risks 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.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Global Perspectives Podcast: are we in a sweet spot for credit investing?
Global Perspectives

Global Perspectives Podcast: are we in a sweet spot for credit investing?

A far reaching fixed income discussion on credit market resilience, liquidity versus solvency risks, recovery prospects and the dilemma for central banks in 2021.

Investing in Diversity: analysing the investment risks and opportunities

Investing in Diversity: analysing the investment risks and opportunities

Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.

A “monetarist” forecast for UK inflation
Global Perspectives

A “monetarist” forecast for UK inflation

Underlying CPI inflation has risen and the headline rate is likely to overshoot Bank of England and consensus forecasts, argues Simon Ward, Economic Adviser.

The inevitable face-palm in market timing

The inevitable face-palm in market timing

Reflecting on his own attempts to remain level-headed through 2020’s best and worst market swings, Adam Hetts from Janus Henderson’s Portfolio Construction and Strategy (PCS) Team discusses the importance of staying the course amid ongoing uncertainty.

Evaluating stocks as growth continues to grow

Evaluating stocks as growth continues to grow

Portfolio Manager Doug Rao discusses the phenomenon of concentrated market leadership and what that means for long-term investors.

Diversified alternatives — evolution and adaptation in changing markets

Diversified alternatives — evolution and adaptation in changing markets

In this Q&A, David Elms, Head of Diversified Alternatives at Janus Henderson Investors, gives some insight into the adaptable strategies his team deploy in their efforts to deliver attractive risk adjusted returns for investors, with truly diversified performance drivers.

ISG Insight: a mostly benign outlook for US inflation

ISG Insight: a mostly benign outlook for US inflation

The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Jim Cielinski, Global Head of Fixed Income, and Andrew Mulliner, Head of Global Aggregate Strategies, both members of the Fixed Income Investment Strategy Group (ISG)*, explain why they do not see significant risks of sustained higher inflation materialising in the next few years, though caution that short-term spikes are possible and investors should evaluate the diversity that their fixed income portfolios provide.

Sustainable design in consumer products

Sustainable design in consumer products

Charlotte Nisbet, Governance and Responsible Investment Analyst, explores the importance of sustainable design in consumer products.

Global “excess” money less favourable
Global Perspectives

Global “excess” money less favourable

The global monetary backdrop is temporarily less market-supportive, argues Simon Ward, Economic Adviser.

COVID-19 vaccine beats expectations

COVID-19 vaccine beats expectations

How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.

Global Perspectives Podcast: Fixed Income – Avoiding the BEACH
Global Perspectives

Global Perspectives Podcast: Fixed Income – Avoiding the BEACH

Adam Hetts talks to Nick Maroutsos and Jason England, portfolio managers on the Absolute Return Income strategies.

A potential turning point in the battle against COVID-19

A potential turning point in the battle against COVID-19

Delivering better-than-expected trial data, a vaccine candidate from Pfizer and BioNTech could mark the beginning of the end of the pandemic and boost confidence in an economic recovery, now underway.