For individual investors in Ireland

Global Perspectives

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.

Global Dividend Index

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

Latest Insights

‘A third way’ to sustain the gig economy

‘A third way’ to sustain the gig economy

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.

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.

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

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

Portfolio managers Jeremiah Buckley and Mike Keough discuss long-term fundamental factors that may prove to be more important than short-term uncertainty caused by the upcoming election.

Will the hump in defaults be a hill or a mountain?

Will the hump in defaults be a hill or a mountain?

Seth Meyer, Corporate Credit Portfolio Manager, and Esther Watt, Client Portfolio Manager, explore the default outlook for high yield bonds and the risks and opportunities this presents.

Strategic Fixed Income: the predictable Japanification of US corporates

Strategic Fixed Income: the predictable Japanification of US corporates

Jenna Barnard, Co-Head of Strategic Fixed Income, discusses how the suppression of volatility in interest rates by major central banks has spread the Japanification phenomenon to the US.

The Fed’s new policy, inflation and its implications for U.S. bonds

The Fed’s new policy, inflation and its implications for U.S. bonds

Greg Wilensky and Michael Keough discuss their outlook for U.S. inflation after the U.S. Federal Reserve’s policy change, and its impact on U.S. bond markets.

A letter to the Fed from a concerned friend

A letter to the Fed from a concerned friend

Head of Global Bonds Nick Maroutsos expresses concern that monetary policy focused on financial markets will do little to ignite the growth needed for the economy to recover from recent weakness.

Is now the time for defensive value?

Is now the time for defensive value?

Portfolio Manager Justin Tugman discusses factors that may point to a leadership change from growth to value stocks. He also explores the potential a defensive-value based approach offers investors concerned with ongoing market volatility and lofty stock valuations.

Business model investing: opportunity amid crisis

Business model investing: opportunity amid crisis

U.S. equities Portfolio Manager Nick Schommer discusses the importance of durable, competitively advantaged business models amid a disrupted economic environment.

Accelerating and emerging trends within U.S. equities

Accelerating and emerging trends within U.S. equities

Portfolio Managers Marc Pinto and Jeremiah Buckley discuss accelerating and emerging secular themes amid the COVID-19 crisis and which companies stand to benefit.

Investing in health care post COVID-19

Investing in health care post COVID-19

Health care’s aggressive efforts to address COVID-19 could have a positive impact on the sector long term, says Portfolio Manager Andy Acker.

Emerging Markets: ‘a rising tide will not lift all boats’

Emerging Markets: ‘a rising tide will not lift all boats’

Daniel Graña argues that a large disparity is likely between the success stories of certain emerging market countries and the failures of others.