For financial professionals in Luxembourg

Global Perspectives

Global Dividend Index

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

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.

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

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Caution Merited in an Increasingly Uncertain Market

Caution Merited in an Increasingly Uncertain Market

Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.

SEC unveils long-awaited climate-related disclosure recommendations

SEC unveils long-awaited climate-related disclosure recommendations

The SEC has proposed new climate-related disclosures for public companies. What are the details?

Sovereign debt levels hit new records in 2021

Sovereign debt levels hit new records in 2021

Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to US$65.4 trillion in 2021.

Equity income investing: key market drivers

Equity income investing: key market drivers

Key market drivers from the first quarter and key themes to watch going forward.

Biodiversity loss: the other systemic crisis

Biodiversity loss: the other systemic crisis

In this new series of primers we examine key sustainability challenges that humanity is facing.

Global stocks provide clues to accelerating inflation

Global stocks provide clues to accelerating inflation

Equity market signals and economic data indicate US consumers are tolerating higher energy prices – for now.

The fog of war: a multi-asset view

The fog of war: a multi-asset view

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.

A “monetarist” perspective on current equity markets – April 2022
Global Perspectives

A “monetarist” perspective on current equity markets – April 2022

Monetary indicators remain cautionary and similar conditions historically have been associated with relative resilience of defensive sectors, high income yield and quality, argues Simon Ward, Economic Adviser.

10 reasons for active management in fixed income

10 reasons for active management in fixed income

By means of 10 charts we explore why we believe active management can be desirable when investing in fixed income.

One Down, Three to Go

One Down, Three to Go

Updated strategist predictions for 2022 and a look at the relationship between first quarter and rest of year returns.

How do ESG factors impact valuations within the technology sector?

How do ESG factors impact valuations within the technology sector?

Key findings from a study exploring the relationship between environmental, social and governance (ESG) factors and tech company valuations.