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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Global outlook: monetary / cycle impulses to outweigh virus drag
Global Perspectives

Global outlook: monetary / cycle impulses to outweigh virus drag

Virus developments are unlikely to derail global industrial recovery, argues Simon Ward, Economic Adviser.

Euroland money trends normalising
Global Perspectives

Euroland money trends normalising

Money trends continue to give a reassuring message for Euroland economic prospects but US growth is likely to be much stronger in 2021, argues Simon Ward.

Questioning Chinese optimism
Global Perspectives

Questioning Chinese optimism

Reduced policy support has been reflected in a cooling of monetary trends but the PBoC may be anticipating an external boost to growth, argues Simon Ward, Economic Adviser.

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.

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.

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.

Will the hump in defaults be a hill or a mountain?

Will the hump in defaults be a hill or a mountain?

Seth Meyer, Corporate Credit Portfolio Manager, and Esther Watt, Client Portfolio Manager, explore the default outlook for high yield bonds and the risks and opportunities this presents.

Strategic Fixed Income: the predictable Japanification of US corporates

Strategic Fixed Income: the predictable Japanification of US corporates

Jenna Barnard, Co-Head of Strategic Fixed Income, discusses how the suppression of volatility in interest rates by major central banks has spread the Japanification phenomenon to the US.