Global Perspectives

Global Dividend Index

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

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.

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Low Rates vs. U.S. Election: What Matters for Fixed Income?

Low Rates vs. U.S. Election: What Matters for Fixed Income?

Central bank policy is likely to continue to have the biggest influence over fixed income markets, regardless of who wins the U.S. election.

Global Perspectives: Demystifying sustainable investing

Global Perspectives: Demystifying sustainable investing

While there are many approaches to sustainable investing, the key common denominator is profit, people and planet.

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.

Fundamentals before politics: The outlook for stocks and bonds through the election
Quick Views Elections Volatility

Fundamentals before politics: The outlook for stocks and bonds through the election

Long-term market factors may prove to be more important for investors than short-term election uncertainty.

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

A look at the future of the ACA following the passing of Supreme Court Justice Ruth Bader Ginsburg and what it means for health care stocks.

Rising political risk fuels uncertainty
Quick Views Elections Volatility

Rising political risk fuels uncertainty

With uncertainty hanging over the U.S. election, it may be prudent for bond investors to stay diversified and keep risk levels in check.

In Charts: US stock performance during past presidential elections

In Charts: US stock performance during past presidential elections

Looking at the returns of the S&P 500® Index during past U.S. presidential election periods and what could happen in 2020.

Investment themes for the economic recovery
Quick Views Coronavirus Volatility

Investment themes for the economic recovery

The rapid adoption of cloud computing and e-commerce are just some of the investment themes we see emerging as the economy moves toward recovery.

Election insights: Healthcare gains an edge

Election insights: Healthcare gains an edge

How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.

A superfluous tweak to the Fed’s mandate

A superfluous tweak to the Fed’s mandate

Nick Maroutsos, Co-Head of Global Bonds, believes that despite a shift in policy, the US Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.

The regulatory and policy landscape for big tech

The regulatory and policy landscape for big tech

Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?

Innovation and government aid propel COVID-19 vaccines, biotech sector

Innovation and government aid propel COVID-19 vaccines, biotech sector

New technology and government funding are helping accelerate COVID-19 vaccine development, with potential benefits for the biotech sector over the long term.