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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The Case for Alternatives in a Buoyant Market

The Case for Alternatives in a Buoyant Market

After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.

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.

Balancing Opportunities and Risks in a Portfolio
Quick Views Volatility

Balancing Opportunities and Risks in a Portfolio

From the JHI Global Media Conference: The importance of building diversified portfolios to provide resilience.

New Frontiers: Navigating SPACs, IPOs and New Inefficiencies
Quick Views Volatility

New Frontiers: Navigating SPACs, IPOs and New Inefficiencies

From the JHI Global Media Conference: A look at the short-term opportunities created by money flows.

A Changing Backdrop for U.S. Stocks
Quick Views Volatility

A Changing Backdrop for U.S. Stocks

With the economy strengthening, policy makers may be less willing to backstop market wobbles, presenting a new dynamic for equity investors.

Not Your Traditional Cycle

Not Your Traditional Cycle

Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.

Forecasts can fall short; humility and diversity are key

Forecasts can fall short; humility and diversity are key

While forecasting interest rates is difficult, humility, diversity and careful portfolio construction may help improve risk-adjusted returns.

Markets Shift Their Tone as Economies Reopen

Markets Shift Their Tone as Economies Reopen

Assessing the recent shift in tone in equity markets and the key themes driving volatility.

Are Your Clients Experiencing FOMO?

Are Your Clients Experiencing FOMO?

How financial professionals can address a common behavioral bias with clients.

Reflation Train: Arriving on Time

Reflation Train: Arriving on Time

Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.

The Market’s Tug-of-War

The Market’s Tug-of-War

The complexities of the economic recovery have led to an ongoing push-pull in equity markets.