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.

Global Snapshot

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at quarter end.

Global Dividend Index

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

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The end of Moore’s Law is creating winners and losers in the semiconductor space

The end of Moore’s Law is creating winners and losers in the semiconductor space

Technology equities portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss the challenges and opportunities in the evolving semiconductor space, which has been a key enabler for the development of technology.

Deconstructing sustainable design

Deconstructing sustainable design

In the first of a series on sustainable design, Ama Seery, Sustainability Analyst on the Global Sustainable Equity Team, breaks down sustainable design and explains how the team incorporate it into their investment approach.

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.

What will it take to sustain a market recovery?

What will it take to sustain a market recovery?

Portfolio Manager Jeremiah Buckley discusses the elements that have helped to spur a rebound in equity markets and the factors that can help the budding recovery continue.

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.

Why the cyclicals rally could extend
Global Perspectives

Why the cyclicals rally could extend

Traditional cyclical equity market sectors could sustain their outperformance of defensive sectors and start to overtake tech, argues Simon Ward, Economic Adviser.

US election insights: healthcare gains an edge

US election insights: healthcare gains an edge

In this Q&A, Portfolio Manager Andy Acker explains how the political discourse around healthcare has shifted, with potential benefits for the sector.

Investment considerations of a bipolar world

Investment considerations of a bipolar world

Daniel Graña, Emerging Market Equity Portfolio Manager, believes that the beginning of the end of the post-Cold War order and the rise of an assertive China have enormous investment implications.

A “monetarist” inflation forecast
Global Perspectives

A “monetarist” inflation forecast

G7 inflation could rise to 4-5% in 2021-22 barring a rapid reversal of the recent surge in broad money, argues Simon Ward, Economic Adviser.

Strategic Fixed Income: Japanification — Europe first and now the US

Strategic Fixed Income: Japanification — Europe first and now the US

John Pattullo, Co-Head of Strategic Fixed Income, explains how the suppression of volatility by the US Federal Reserve during the Covid crisis has led to the Japanification of the US corporate bond market.

Don’t call it a recession
Global Perspectives

Don’t call it a recession

The recent output contraction was government-imposed and did not constitute a recession as properly defined, argues Simon Ward, Economic Adviser.