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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The Outlook for Global High-Yield Bonds
Quick Views Coronavirus Credit

The Outlook for Global High-Yield Bonds

A discussion of conditions in the global high-yield market, including the default outlook and the importance of monetary and fiscal stimulus.

Fast Food Stays Healthy
Quick Views Coronavirus Credit

Fast Food Stays Healthy

Why the U.S. fast-food market is thriving despite the recession.

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.

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.

Bond Markets Channel Their Inner Tubthumping

Bond Markets Channel Their Inner Tubthumping

A reflection on how the lyrics of a pop hit from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.

Japanification: Europe First and Now the U.S.

Japanification: Europe First and Now the U.S.

The Federal Reserve’s actions during the COVID-19 crisis have led to an almost idyllic environment to invest in corporate bonds.

Global Perspectives: Why Low Rates Are Here to Stay

Global Perspectives: Why Low Rates Are Here to Stay

A discussion covering the COVID-19 crisis, global credit, inflation trends, fool’s yield and false summits, among other topics.

Can the Market’s Immunity Last?
Quick Views Coronavirus Credit

Can the Market’s Immunity Last?

With economic momentum and corporate bond market strength waning, we more closely examine the outlook for corporate credit.

From Bond Glut to Bond Drought: A Strategic Fixed Income View

From Bond Glut to Bond Drought: A Strategic Fixed Income View

Why the second half of 2020 could see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.

A More Stable Outlook for the European High-Yield Market

A More Stable Outlook for the European High-Yield Market

The outlook for the European high-yield market and why we expect it to be relatively stable in the months ahead.

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.