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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Forecasts can fall short; humility and diversity are key

Forecasts can fall short; humility and diversity are key

While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.

Flow World Revolutions

Flow World Revolutions

How should investors manage risk in a world where flows can dominate fundamentals?

Enhancing Beta Returns via Disintermediation Alphas

Enhancing Beta Returns via Disintermediation Alphas

A novel approach representing a material departure from past enhanced index strategies

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.

Powerful factors coalescing for a rebound in U.S. travel and leisure

Powerful factors coalescing for a rebound in U.S. travel and leisure

Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.

Finding value in each other: active collaboration in equity and bond analysis

Finding value in each other: active collaboration in equity and bond analysis

Seth Meyer and Brent Olson, high yield bond Portfolio Managers, and Nick Schommer, US equity Portfolio Manager, discuss the benefits of collaboration in their equity and bond analysis.

Keeping it real: interpreting the climb in bond yields

Keeping it real: interpreting the climb in bond yields

The recent steep rise in yields has unsettled markets but Nick Maroutsos and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, believe the Fed and other central banks are in no mood to abandon their accommodative stance.

A closer look at Dynamic Trend Following
Quick Views Volatility

A closer look at Dynamic Trend Following

Portfolio Managers Andrew and Mathew Kaleel discuss a different approach to capturing both micro and macro trends in markets.

Welcome to Flow World

Welcome to Flow World

Large-scale trading activity periodically creates short-term dislocations. Portfolio Manager Aneet Chachra considers the investment opportunity around these flow-driven price moves.

2021 — in a word: recovery

2021 — in a word: recovery

Andrew Mulliner, Portfolio Manager and Head of Global Aggregate Strategies, explains why 2021 will likely be a year of recovery, though he cautions that we should keep one eye on inflation and inflation expectations.

Diversified alternatives: adapt and evolve

Diversified alternatives: adapt and evolve

David Elms, Head of Diversified Alternatives, argues for new thinking for investors’ portfolios in 2021, following a year in which the pandemic posed unfamiliar challenges for industries.

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.