For investors in Hong Kong

Global Perspectives

Global Dividend Index

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

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.

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.

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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.

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.

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.

Low rates vs. U.S. election: What matters for fixed income?

Low rates vs. U.S. election: What matters for fixed income?

Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.

Fundamentals before politics: the outlook for stocks and bonds through the election

Fundamentals before politics: the outlook for stocks and bonds through the election

Long-term market factors may prove to be more important for investors than short-term election uncertainty.

Dollar weakness: An underappreciated threat to the global economic system

Dollar weakness: An underappreciated threat to the global economic system

Ashwin Alankar sounds the alarm that policy makers are underestimating the risk posed by weakness in the world’s reserve currency as a strong dollar is necessary to fund the persistent debt that fuels US consumption.

US election: interpreting market moves since President Trump’s positive COVID-19 diagnosis

US election: interpreting market moves since President Trump’s positive COVID-19 diagnosis

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the latest market movements as news of President Trump’s COVID-19 diagnosis adds to the chances of a Democratic clean sweep in the US election.

Investment themes for the economic recovery
Quick Views Coronavirus Volatility

Investment themes for the economic recovery

The rapid adoption of cloud computing and e-commerce are just some of the investment themes we see emerging as the economy moves toward recovery.

Bond markets channel their inner tubthumping

Bond markets channel their inner tubthumping

The Global Bonds Team states that while supportive monetary policy has helped global bond markets get up off the mat, bond investors must still keep an eye on issuer fundamentals and consider employing a wider range of tools to achieve the characteristics typically associated with a fixed income allocation.

Long-term view best tonic for digesting tech sector volatility
Quick Views Technology Volatility

Long-term view best tonic for digesting tech sector volatility

Investors maintaining a tech allocation should stay focused on the secular forces behind the sector’s recent impressive financial performance.