For Financial Professionals in the US

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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 markets and opportunities ahead.

Global Dividend Index

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

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

LATEST INSIGHTS

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Global Technology Outlook: Prioritizing Company Fundamentals
Quick Views Technology

Global Technology Outlook: Prioritizing Company Fundamentals

Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.

eCNY: Slow Burn to Rapid Acceleration?
Quick Views China

eCNY: Slow Burn to Rapid Acceleration?

How the People’s Bank of China’s e-CNY has the potential to rapidly reshape the payments industry.

How Can Active Managers Demonstrate Sustainability Credentials in a Post-COVID World?

How Can Active Managers Demonstrate Sustainability Credentials in a Post-COVID World?

From the JHI Global Media Conference: A discussion on how to manage climate risks within portfolios and the challenges it presents.

Taking Cues from a “Methodical” Fed
Quick Views Interest rates

Taking Cues from a “Methodical” Fed

Investors would be well-served by following the Federal Reserve’s lead in basing decisions on incoming data.

Total Corporate Debt Soared to Record High in 2020

Total Corporate Debt Soared to Record High in 2020

Companies took on record new debts totaling $1.3 trillion in 2020 as global profits plunged by a third.

The Market’s Tug-of-War: Outlook for U.S. Equities

The Market’s Tug-of-War: Outlook for U.S. Equities

From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.

Reassessing Rates, Risks and Inflation
Quick Views Interest rates

Reassessing Rates, Risks and Inflation

From the JHI Global Media Conference: A look at the key risks for equity and fixed income markets through the end of 2021.

Global Sustainable Equity: News and Opportunities

Global Sustainable Equity: News and Opportunities

Reflecting on the previous quarter of 2021 and looking ahead to the opportunities in the world of sustainability.

The Reopening Trade Goes International

The Reopening Trade Goes International

How should U.S.-based advisors be considering international stocks in their equity allocations?

Inflation Outlook: A Celebration of Growth or Central Bank Complacency?

Inflation Outlook: A Celebration of Growth or Central Bank Complacency?

From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.

Innovation, Low Valuations Tailwinds for Health Care
Quick Views Healthcare

Innovation, Low Valuations Tailwinds for Health Care

Underperforming the broad market for the first half of 2021, health care now offers attractive valuations and significant growth potential, thanks to innovation.

Decarbonization: How Can Investors Lead the Charge to Reaching Net Zero by 2050?

Decarbonization: How Can Investors Lead the Charge to Reaching Net Zero by 2050?

From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.