For institutional investors in the Netherlands

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.

Alternative Perspectives

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

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Diversified alternatives — evolution and adaptation in changing markets

Diversified alternatives — evolution and adaptation in changing markets

In this Q&A, David Elms, Head of Diversified Alternatives at Janus Henderson Investors, gives some insight into the adaptable strategies his team deploy in their efforts to deliver attractive risk adjusted returns for investors, with truly diversified performance drivers.

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.

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.

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.

Election insights: options implied analysis of the US presidential election

Election insights: options implied analysis of the US presidential election

Head of Global Asset Allocation, Ashwin Alankar, and Chief Investment Strategist, Myron Scholes, provide insight on how the options market reacted to the Democratic and Republican conventions and whether the proceedings impacted the markets’ assessment of the US presidential election’s outcome.

A new tactical addition to portfolio protection
Global Perspectives

A new tactical addition to portfolio protection

How can we mitigate some of the challenges associated with systematic ‘protection’ strategies that are ‘always on’? In this article, Portfolio Managers Andrew Kaleel and Maya Perone discuss the new Tail hedge strategy and how it can be used to address some of these challenges.

Bond/equity correlation: how to hedge the free lunch
Global Perspectives

Bond/equity correlation: how to hedge the free lunch

The relationship between equities and bonds is a central tenet of modern market behavior. In this article, Portfolio Manager Natasha Sibley considers whether investors should continue to take this easy source of diversification for granted.

Portfolio protection in a world of radical uncertainty
Global Perspectives

Portfolio protection in a world of radical uncertainty

Should investors always be protected? If so, how can this be implemented? In this article, Portfolio Manager Mark Richardson describes the construction of a multi-faceted ‘protection’ strategy designed to mitigate a large range of unforeseeable market risks.

The end of the free put
Global Perspectives

The end of the free put

In this article, portfolio Managers Aneet Chachra and Steve Cain consider to what extent the offsetting relationship between bonds and equities has held firm in 2020.