For individual investors in Luxembourg

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.

Latest Insights

Will tech earnings strengthen in 2020?

Will tech earnings strengthen in 2020?

Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team, review the sector’s performance year to date, and provide their views on what is in store for tech investors in the year ahead, including key risks and opportunities.

Sustainable equities in 2020 and beyond

Sustainable equities in 2020 and beyond

Hamish Chamberlayne, Head of Global Sustainable Equity and Portfolio Manager, sees good reason to remain optimistic in 2020 and beyond amid an economy that is nearing the end of its cycle by focusing on companies whose business models benefit the development of a sustainable global economy.

Chinese equities: investing in innovation

Chinese equities: investing in innovation

Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.

What it takes to be an effective sustainability advocate

What it takes to be an effective sustainability advocate

As Head of SRI, Hamish Chamberlayne, champions sustainability every day. It takes authenticity and a desire to take part in resolving real world issues to make any meaningful dent in environmental and social challenges.

Time to go domestic for US equities in 2019?
Investment Viewpoints

Time to go domestic for US equities in 2019?

Balanced portfolio manager Marc Pinto looks at the prospects for domestic US equities, following a turbulent 2018, and some of the themes that he believes could create value over time. He also considers some of the key issues facing fixed income markets.​

Strategic Fixed Income: end of the cycle… are we there yet?
Investment Viewpoints

Strategic Fixed Income: end of the cycle… are we there yet?

With the markets finally coming round to the idea of the late-cycle stage in the economies, John Pattullo and Jenna Barnard, Co-Heads of Strategic Fixed Income, share their thoughts on the subject, expanding on the risks and opportunities arising from this theme in 2019.

Strategic Fixed Income: concoction of stress factors
Investment Viewpoints

Strategic Fixed Income: concoction of stress factors

​An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views.

(This video was recorded on Tuesday 9 October 2018).

US equities and bonds – Investing in a shifting landscape

US equities and bonds – Investing in a shifting landscape

Impressed by the resilience of the markets, portfolio manager Marc Pinto explains why he believes that investors should not be deterred by higher volatility, given the favourable backdrop for equities.

Meanwhile, Darrell Watters, Head of US Fundamental Fixed Income, expects a difficult environment for credit markets.

Inflation — the dog that never barks
Investment Viewpoints

Inflation — the dog that never barks

​The biggest surprise last year was not only the persistent mis-forecasting of bond yields but also the persistent mis-forecasting of inflation. John Pattullo, Co-Head of Strategic Fixed Income, looks at the underlying causes of why a lot of traditional economic models, assumptions and relationships do not seem to hold in this rather dystopian world in which we live.

Essentials: the Janus Henderson Global Property Equities Strategy

Essentials: the Janus Henderson Global Property Equities Strategy

Guy Barnard, Co-Head of Global Property Equities, provides an introduction to the Global Property Equities Strategy. The high conviction, actively-managed strategy invests in listed property stocks and real estate investment trusts (REITs), and aims to deliver attractive total returns to investors over the long term.