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.

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Global Perspectives Podcast: Making sense of the US election
Global Perspectives

Global Perspectives Podcast: Making sense of the US election

Which way do markets turn following the US election? Recorded on November 5 as votes continued to come through, our panel of investment professionals gave their views on what the result could mean for investors.

Making sense of the 2020 US election
Quick Views Elections

Making sense of the 2020 US election

Our panel of investment professionals discuss what the result could mean for financial markets and investors.

US election reflections – celebrating gridlock
Quick Views Elections

US election reflections – celebrating gridlock

In a tightly contested US election, where the issue of postal votes could decide the victor, what does this mean for financial markets? Paul O’Connor, Head of the UK-based Multi-Asset Team, looks ahead to potential policy paths and the dwindling prospects of a Biden fiscal bonanza.

Fast food stays healthy

Fast food stays healthy

While the current recession has severely impacted restaurants in the US, the ‘fast food’ sector has navigated the challenging environment relatively well. The Janus Henderson securitised products and corporate credit teams discuss the reasons why, and the opportunities for bond investors.

Analysing the outlook for global dividends

Analysing the outlook for global dividends

In this video Ben Lofthouse, Head of Global Equity Income, provides an update on some of the dividend trends that his team are seeing within the world of equity income and what they are doing to react to the COVID-19 pandemic.

2020 US election: first take
Quick Views Elections

2020 US election: first take

Why the removal of election uncertainty could support markets – regardless of the outcome.

Equity markets price in uncontested US election
Quick Views Elections

Equity markets price in uncontested US election

Director of Research Matt Peron says when it comes to the U.S. election, the biggest risk for equity markets is not which party gets voted into office but whether the outcome is contested. So far, equities expect a clear winner on or near Election Day.

Global outlook: monetary / cycle impulses to outweigh virus drag
Global Perspectives

Global outlook: monetary / cycle impulses to outweigh virus drag

Virus developments are unlikely to derail global industrial recovery, argues Simon Ward, Economic Adviser.

Is there a solvency crisis looming in credit markets?

Is there a solvency crisis looming in credit markets?

Jenna Barnard, Co-Head of Strategic Fixed Income, and Nick Ware, Portfolio Manager, counter the bear argument that credit is set to face a solvency crisis by explaining that liquidity is solvency.

Euroland money trends normalising
Global Perspectives

Euroland money trends normalising

Money trends continue to give a reassuring message for Euroland economic prospects but US growth is likely to be much stronger in 2021, argues Simon Ward.

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.

Questioning Chinese optimism
Global Perspectives

Questioning Chinese optimism

Reduced policy support has been reflected in a cooling of monetary trends but the PBoC may be anticipating an external boost to growth, argues Simon Ward, Economic Adviser.