For institutional investors in the UK

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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.

Alternative Perspectives

Insight from our alternatives team 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.

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Innovation and low valuations tailwinds for healthcare

Innovation and low valuations tailwinds for healthcare

Despite delivering positive returns, healthcare underperformed the broad market in the first half of the year. Portfolio Manager Andy Acker explains some of the reasons why – as well as why he is optimistic about the sector’s outlook.

The affordable care act lives on

The affordable care act lives on

The Supreme Court’s decision to uphold the legislation may finally bring an end to challenges to the law and further expand health care in the US

Vaccines prove their worth for global health care

Vaccines prove their worth for global health care

In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.

Making sense of COVID-19 vaccine IP waivers

Making sense of COVID-19 vaccine IP waivers

Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

Access to medicine – the need for innovation, partnerships and data capture

Access to medicine – the need for innovation, partnerships and data capture

Olivia Gull, Analyst on the Governance and Responsible Investment Team, examines how pharmaceutical companies are addressing the issue of inequitable access to medicine, specifically in low and middle-income countries.

Health care’s innovation shifts into high gear

Health care’s innovation shifts into high gear

Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.

COVID variants: The impact on pandemic trajectory & biopharma stocks

COVID variants: The impact on pandemic trajectory & biopharma stocks

Making sense of the latest developments around COVID-19 variants and what investors should consider now.

Healthcare builds momentum

Healthcare builds momentum

Recent achievements in clinical research and the 2020 US election outcome could benefit the health care sector in the coming year, says Portfolio Manager Andy Acker.

COVID-19: analysing approaches to mental health

COVID-19: analysing approaches to mental health

Charlotte Nisbet, Analyst on the Governance and Responsible Investment Team and member of the Janus Henderson Mental Health Group, discusses the importance of mental health and wellbeing from an investment and employer perspective.

COVID-19: implications of rising cases in the US

COVID-19: implications of rising cases in the US

Unlike some countries that have flattened the curve, the US is experiencing a sharp rise in COVID-19 cases. In this video — part of a series on the scientific and investment implications of COVID-19 —Biotech Analyst, Agustin Mohedas, explains why the US trajectory has diverged, noting how the outbreak’s dynamics are changing and what that could mean for the next phase of the pandemic.

COVID-19: What will it take to reopen the economy?

COVID-19: What will it take to reopen the economy?

In this latest instalment of our video series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’ fatality rate and the latest news in vaccine development.

COVID-19: Understanding the science & investment implications (Part 5)

COVID-19: Understanding the science & investment implications (Part 5)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.