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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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.

Vietnam: the new frontier in Emerging Markets?

Vietnam: the new frontier in Emerging Markets?

As some emerging market economies begin to slow, Daniel Graña, Emerging Market Equity Portfolio Manager, explains why he thinks Vietnam’s outlook is positive and why investors should take note.

Prepare for a dispersion of outcomes for Emerging Markets post COVID-19

Prepare for a dispersion of outcomes for Emerging Markets post COVID-19

Daniel Graña and Matthew Culley from the Emerging Market Equity Team explain the importance of examining each emerging country individually to determine how they are likely to weather the COVID-19 storm, and why some of these countries are likely on the cusp of a transition toward more value-added growth drivers.

South Africa: A Cautionary Tale in Emerging Markets
Quick Views Emerging Markets

South Africa: A Cautionary Tale in Emerging Markets

Emerging markets stocks look attractive relative to U.S. peers, but not all countries within this traditionally volatile asset class are created equal.

2020 EM outlook: country analysis matters

2020 EM outlook: country analysis matters

Daniel Graña, Emerging Market Equity Portfolio Manager, believes that it is critical to have many lenses through which to identify the most compelling investment opportunities and highlights the importance of country analysis in emerging markets.

Learning from Argentina: The importance of balance in bond portfolios

Learning from Argentina: The importance of balance in bond portfolios

​The sudden rise of populist presidential candidate Alberto Fernández shook the Argentine markets and raised alarm bells among global bond investors. Portfolio Manager Seth Meyer discusses the lessons this volatility raises for bond investors, reminding them of the importance of trying to balance income and total return.

Learning from Argentina: The importance of balance in bond portfolios

Learning from Argentina: The importance of balance in bond portfolios

​The sudden rise of populist presidential candidate Alberto Fernández shook the Argentine markets and raised alarm bells among global bond investors. Portfolio Manager Seth Meyer discusses the lessons this volatility raises for bond investors, reminding them of the importance of trying to balance income and total return.