For private investors in Sweden

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.

Global Dividend Index

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

Fixed Income Perspectives

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

Latest Insights

A potential turning point in the battle against COVID-19

A potential turning point in the battle against COVID-19

Delivering better-than-expected trial data, a vaccine candidate from Pfizer and BioNTech could mark the beginning of the end of the pandemic and boost confidence in an economic recovery, now underway.

Analysing the outlook for global dividends

Analysing the outlook for global dividends

In this video Ben Lofthouse, Head of Global Equity Income, provides an update on some of the dividend trends that his team are seeing within the world of equity income and what they are doing to react to the COVID-19 pandemic.

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.

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.

US election: interpreting market moves since President Trump’s positive COVID-19 diagnosis

US election: interpreting market moves since President Trump’s positive COVID-19 diagnosis

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the latest market movements as news of President Trump’s COVID-19 diagnosis adds to the chances of a Democratic clean sweep in the US election.

ESG in COVID times: doing the REIT thing

ESG in COVID times: doing the REIT thing

The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.

Technology for good: supporting the fight against COVID-19

Technology for good: supporting the fight against COVID-19

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.

China: a steady early recovery but a moderation expected

China: a steady early recovery but a moderation expected

In this Q&A, May Ling Wee from the China Equities Team, comments on the key issues impacting China’s recovery post COVID-19 and stock market performance year-to-date.

After the Virus: A Binary World

After the Virus: A Binary World

As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Global Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.

Office isn’t the next retail

Office isn’t the next retail

The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?

How is China slowly emerging from the coronavirus aftermath?

How is China slowly emerging from the coronavirus aftermath?

May Ling Wee, China equities portfolio manager, provides evidence that a resumption of economic activity is underfoot in China and discusses the accelerating digitisation of the economy, as well as how both companies and the government are supporting consumers and businesses.