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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.

Global Dividend Index

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

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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Inflation outlook: A celebration of growth or central bank complacency?

Inflation outlook: A celebration of growth or central bank complacency?

From the Janus Henderson Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.

Biopharma’s targeted approach to growth
Quick Views Healthcare

Biopharma’s targeted approach to growth

A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma. Portfolio Manager Andy Acker and Research Analyst Agustin Mohedas explain how the science could benefit patients and biopharma alike.

Peak sentiment, peak growth, peak policy

Peak sentiment, peak growth, peak policy

Paul O’Connor, Head of the UK-based Multi Asset Team, considers the prospects for markets as the global recovery gathers momentum and economies begin to reopen.

Vaccines prove their worth for global health care

Vaccines prove their worth for global health care

More than a year after we began our video series covering biopharma’s response to COVID-19, Portfolio Manager and Research Analyst Dan Lyons discusses how vaccines are offering a path out of the pandemic and the potential impact to health care long term.

Shining a light on “Hidden ESG” in smaller companies

Shining a light on “Hidden ESG” in smaller companies

Why it’s important for investors to look beyond ESG ratings.

Is there an investment case for oil and gas during the energy transition?

Is there an investment case for oil and gas during the energy transition?

The COVID-19 pandemic has helped accelerate the shift from fossil fuels to renewable energy – but that doesn’t mean oil and gas are done for good. Noah Barrett, Lead Equity Analyst on the Energy & Utilities Sector Research Team, explains why the industry could be on the cusp of one more upcycle.

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

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

Assessing the benefits of active collaboration in stock and bond analysis.

Valuing high yield’s improving credit quality
Quick Views Credit

Valuing high yield’s improving credit quality

Assessing the impact of rising credit quality on high yield spreads.

Tempering expectations

Tempering expectations

While record-setting prices for riskier assets hint at better days ahead, Portfolio Manager Nick Maroutsos believes that a complete exit from the pandemic may take longer than expected and therefore justify continued monetary and fiscal hyper-accommodation.

Positioning for higher yields
Quick Views Interest rates

Positioning for higher yields

Assessing the risks and opportunities of higher government bond yields.

Analyzing the outlook for global dividends
Quick Views Coronavirus Dividends

Analyzing the outlook for global dividends

Ben Lofthouse, Head of Global Equity Income, provides an update on some of the dividend trends his team is seeing within the world of equity income.

A mostly benign outlook for U.S. inflation

A mostly benign outlook for U.S. inflation

Assessing the risks of inflation against a backdrop of economic recovery and fiscal and monetary stimulus.