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.

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Questioning Chinese optimism
Global Perspectives

Questioning Chinese optimism

Reduced policy support has been reflected in a cooling of monetary trends but the PBoC may be anticipating an external boost to growth, argues Simon Ward, Economic Adviser.

The end of an era: emerging markets prepare for a post-globalisation world

The end of an era: emerging markets prepare for a post-globalisation world

Portfolio Manager Daniel Graña explains that in light of the retreat from further global economic integration, reformist policies and value-added services are likely to become future drivers of emerging market growth and investment returns.

‘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.

Global money trends still giving positive economic signal
Global Perspectives

Global money trends still giving positive economic signal

A recent moderation of global narrow money growth is consistent with continued positive economic developments but there is less “excess” liquidity to fuel market gains, argues Simon Ward, Economic Adviser.

Chinese money / credit data softer under the hood
Global Perspectives

Chinese money / credit data softer under the hood

Money trends warrant PBoC caution in withdrawing policy support, argues Simon Ward, Economic Adviser.

Global output rebound suggesting earnings upside
Global Perspectives

Global output rebound suggesting earnings upside

A V-shaped recovery in global industrial output is almost complete but has yet to be reflected in earnings estimates, argues Simon Ward, Economic Adviser.

A “monetarist” perspective on current equity markets – October 2020
Global Perspectives

A “monetarist” perspective on current equity markets – October 2020

The global broad money stock is far above its estimated “equilibrium” level, implying medium-term upward pressure on asset prices, economic growth and goods and services inflation, argues Simon Ward, Economic Adviser.

Capex comeback
Global Perspectives

Capex comeback

A surprisingly strong recovery in business investment is evidence that the Juglar cycle has turned, argues Simon Ward, Economic Adviser.

Mulling market weakness
Global Perspectives

Mulling market weakness

The recent reversal in equity markets may reflect a temporary diminution of monetary support rather than a darkening economic outlook, argues Simon Ward, Economic Adviser.

More reasons for optimism in US Q2 sector accounts
Global Perspectives

More reasons for optimism in US Q2 sector accounts

Strong household money growth and stable corporate finances are hopeful features of the latest US quarterly financial accounts, argues Simon Ward, Economic Adviser.

Global V scenario moving from forecast to fact
Global Perspectives

Global V scenario moving from forecast to fact

Successive V-shaped recoveries are playing out in global economic aggregates, with labour market recuperation likely to follow, argues Simon Ward, Economic Adviser.