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.

LATEST INSIGHTS

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Is it time for the European Renaissance?

Is it time for the European Renaissance?

John Bennett, Director of European Equities, explains the potential turning point in markets that could propel European equities to compete with the long-running and seemingly invincible US bull market.

Is now the time for defensive value?

Is now the time for defensive value?

Portfolio Manager Justin Tugman discusses factors that may point to a leadership change from growth to value stocks. He also explores the potential a defensive-value based approach offers investors concerned with ongoing market volatility and lofty stock valuations.

Fall Harvest: Preparing Portfolios for the Next Season
Quick Views Value Equities

Fall Harvest: Preparing Portfolios for the Next Season

Now may be the time for investors to evaluate their portfolios and prepare for the next season.

Investors: Step Back from the Market’s Edge

Investors: Step Back from the Market’s Edge

Current market extremes present shifting reward-to-risk opportunities.

Rethinking Investing as COVID-19 Persists

Rethinking Investing as COVID-19 Persists

With the current pandemic expected to disrupt the economy for many months to come, investors should recognize the likely impacts on their portfolios.

Know What You Own: Small-Cap Investing through a Market Shock

Know What You Own: Small-Cap Investing through a Market Shock

Small-cap company characteristics within an index can vary widely, creating hidden risks.

After the Crisis: Finding Long-Term Value in Small-Cap Stocks

After the Crisis: Finding Long-Term Value in Small-Cap Stocks

Identifying small-cap companies that can survive the crisis and deliver value over the long term.

Why Growth Has Outperformed Value in a Turbulent Market

Why Growth Has Outperformed Value in a Turbulent Market

Why growth has outperformed in the recent market sell-off and the outlook for value versus growth leadership going forward.

With Low Rates on the Horizon, Stay Mindful of Downside Risk
Quick Views Value Equities

With Low Rates on the Horizon, Stay Mindful of Downside Risk

Given the prospect of low future returns, we think investors should focus on minimizing downside risk while seeking overlooked value opportunities.

Perkins CIO Outlook: Basic Math Suggests the Low-Return World Is Getting Ridiculous

Perkins CIO Outlook: Basic Math Suggests the Low-Return World Is Getting Ridiculous

Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.

Market GPS: Staying Nimble to Find Value Opportunities

Market GPS: Staying Nimble to Find Value Opportunities

With stock multiples at historic highs, investors may need to increasingly consider downside risk and look broadly to find attractive valuations.

Market GPS: Keep a Close Watch on Corporate Earnings in 2020

Market GPS: Keep a Close Watch on Corporate Earnings in 2020

Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.