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.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

Equity Perspectives

Quarterly insight from our equity 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.

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Low rates versus US election: what matters for fixed income?

Low rates versus US election: what matters for fixed income?

Jim Cielinski, Global Head of Fixed Income, believes central bank policy is likely to be the dominant influence on fixed income markets, regardless of who wins the US election.

Global Sustainable Equity: news and opportunities (October 2020)
Investment Viewpoints

Global Sustainable Equity: news and opportunities (October 2020)

Hamish Chamberlayne, Portfolio Manager and Head of Global Sustainable Equities, highlights key sustainable news stories for the third quarter of 2020 and breaks down strategy performance.

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.

Conditions in the high yield market

Conditions in the high yield market

Tom Ross, corporate credit manager, discusses conditions in the high yield market, including the default outlook, the importance of monetary and fiscal stimulus and whether high yield can tolerate inflation.

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.

Three stages of absolute return investing in 2020

Three stages of absolute return investing in 2020

Portfolio Manager Luke Newman considers how the market for absolute return has changed in response to the spread of COVID-19, outlining his reasons to position for an economic recovery, while still focusing on capital preservation.

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.

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.

Emerging markets caught in trade winds

Emerging markets caught in trade winds

Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.