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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.

Credit market’s brave new world

Credit market’s brave new world

Can corporate bond markets sustain their improved trajectory as support measures are lifted?

Secular tech themes still intact

Secular tech themes still intact

Despite the recent rotation toward cyclical stocks, Denny Fish explains why secular-growth companies should remain the main driver of tech earnings over the next several years.

A unique recovery: the handoffs commence

A unique recovery: the handoffs commence

Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks

Consumer revenge – the next stage of the recovery in Europe

Consumer revenge – the next stage of the recovery in Europe

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.

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.

Making sense of COVID-19 vaccine IP waivers

Making sense of COVID-19 vaccine IP waivers

The Biden administration says it backs a proposal to waive intellectual property rights (IP) for COVID-19 vaccines. How could that impact future investment in biotech? Portfolio Manager Andy Acker explains.

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.

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.

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.