For financial professionals in the UK

Global Perspectives

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.

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.

Global Dividend Index

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

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Global manufacturing PMI peak delayed, relapse still likely
Global Perspectives

Global manufacturing PMI peak delayed, relapse still likely

Further PMI strength in April likely reflects temporary factors and the monetary signal for future direction remains negative, argues Simon Ward, Economic Adviser.

Profits forecasts at risk from waning government support
Global Perspectives

Profits forecasts at risk from waning government support

Corporation taxes may be on the rise but a withdrawal of pandemic-related subsidies is a more immediate threat to profits optimism, argues Simon Ward, Economic Adviser.

Inflation and property equities – time to get ‘real’

Inflation and property equities – time to get ‘real’

Property equities portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl discuss the impact of rising expectations for inflation and interest rates on listed real estate.

Global government debt soared in 2020 amid fight against COVID

Global government debt soared in 2020 amid fight against COVID

Global government debt soared in 2020 amid fight against COVID — a video promoting the recently released Janus Henderson Sovereign Debt Index, is now available to view.

Global money trends still cautionary
Global Perspectives

Global money trends still cautionary

Global money growth continues to cool, suggesting downside risk to optimistic consensus economic growth forecasts, argues Simon Ward, Economic Adviser.

A “monetarist” perspective on current equity markets – April 2021
Global Perspectives

A “monetarist” perspective on current equity markets – April 2021

Markets face monetary headwinds and a near-term industrial slowdown could dent earnings expectations, argues Simon Ward, Economic Adviser.

Don’t fight the wave of rising rates, surf it

Don’t fight the wave of rising rates, surf it

Greg Wilensky discusses the outlook for U.S. interest rates and the tools and investments available to navigate their rise.

Monetary financing fuels red-hot UK money growth
Global Perspectives

Monetary financing fuels red-hot UK money growth

UK money growth is pulling ahead of other majors, warranting relative economic optimism but concern about sterling and inflation, argues Simon Ward, Economic Adviser.

Harvesting higher yields in today’s bond markets

Harvesting higher yields in today’s bond markets

John Kerschner and Seth Meyer discuss the opportunities available in bond markets, despite rising interest rates.

Rising bond yields — a validation of recovery or a challenge?

Rising bond yields — a validation of recovery or a challenge?

The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.

ESG in credit investing: themes, considerations and implementation

ESG in credit investing: themes, considerations and implementation

Adrienn Sarandi, Director of Fixed Income ESG, answers some of the frequently asked questions around ESG investing, including whether COVID-19 has altered its evolution.

Global money trends still cooling before US fiscal boost
Global Perspectives

Global money trends still cooling before US fiscal boost

Strong March PMIs reflect fast money growth in mid-2020 and industrial momentum is probably peaking, argues Simon Ward, Economic Adviser.