Global Perspectives

Global Dividend Index

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

Equity Perspectives

Quarterly insight from our Equity team 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.

Global Snapshot

The Janus Henderson Global Snapshot explores themes driving markets, trends to watch, market metrics and an outlook for regions and sectors at quarter end.

LATEST INSIGHTS

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IRS Provides Relief to All Who Have Taken RMDs in 2020

IRS Provides Relief to All Who Have Taken RMDs in 2020

An update on how IRS Notice 2020-15 impacts clients who already took RMDs in 2020 – before the CARES Act dictated that they didn’t have to.

Breaking the Link: GDP Declines and Default Rates

Breaking the Link: GDP Declines and Default Rates

Why we believe corporate default rates may end up being relatively low despite the pandemic-induced economic shock.

The Shape of Credit

The Shape of Credit

A look at factors shaping credit markets, from central bank support to potential resilience from financials.

So … What About Inflation?

So … What About Inflation?

Why we feel it is important not to confuse shorter-term cyclical inflation with longer-term structural factors.

China: Moderation Expected After a Steady Early Recovery
Quick Views China Coronavirus

China: Moderation Expected After a Steady Early Recovery

A look at the key issues impacting China’s recovery post-COVID-19 and stock market performance year to date.

What a Return to “Normal” Could Mean for Equities

What a Return to “Normal” Could Mean for Equities

In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.

Why Secular Growth Leadership Will Likely Continue

Why Secular Growth Leadership Will Likely Continue

Secular growth leadership will likely continue, with the current crisis only helping these stocks strengthen their advantage.

The COVID-19 Recession: Sharp but Short?

The COVID-19 Recession: Sharp but Short?

Why the economic impact from COVID-19 could end up being one of the sharpest but also one of the shortest recessions on record.

The Big Rotation

The Big Rotation

An explanation of the market’s dramatic gains in recent weeks and factors that need to be in place to sustain a V-shaped recovery.

Despite High Marks, Fed Still Has Issues to Resolve

Despite High Marks, Fed Still Has Issues to Resolve

Why we believe the Fed must place greater emphasis on channeling accommodative policy to the backbone of the real economy: households and small businesses.

Beyond the Nadir: What’s Next for Fixed Income

Beyond the Nadir: What’s Next for Fixed Income

Little more than two months after global markets dramatically sold off on worries over COVID-19, have fixed income markets returned to “normal”?

2020 Trends in Investing: Uncertainty Forces Advisors to Reevaluate Asset Allocation

2020 Trends in Investing: Uncertainty Forces Advisors to Reevaluate Asset Allocation

The 2020 Trends in Investing Survey reveals that the pandemic is directly impacting financial advisors’ short-term economic outlook.