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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Trade War Tension: Look Past the Noise to Navigate Uncertainty
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Trade War Tension: Look Past the Noise to Navigate Uncertainty

George Maris, Co-Head of Equities – Americas, discusses why the markets reacted so dramatically to the recent escalation in the U.S.-China trade war.

Tariffs Come to Main Street
Quick Views China Volatility

Tariffs Come to Main Street

Consumer Research Analyst Joshua Cummings explains what really spooked markets about the recent escalation of the U.S.-China trade conflict.

Tariffs & Tech: Clarity, Please

Tariffs & Tech: Clarity, Please

Although tech stocks sold off on news of more tariffs, Research Analyst Jon Bathgate says secular tailwinds remain intact for the sector.

Chinese Yuan Depreciates to Critical Level Against the U.S. Dollar
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Chinese Yuan Depreciates to Critical Level Against the U.S. Dollar

China’s central bank allows the country’s currency to fall sharply: what it means for investors.

Industrials’ Q2 Earnings: A Tale of Two Cities
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Industrials’ Q2 Earnings: A Tale of Two Cities

Halfway through earnings season, longer-cycle industrials continue to show signs of strength, while short-cycle firms are dealing with uncertainty.

Convergence Returns to the Fore
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Convergence Returns to the Fore

Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.

The Race to Digital: Leaders Pull Ahead, Laggards Fall Behind

The Race to Digital: Leaders Pull Ahead, Laggards Fall Behind

Companies across all industries are working to transition to a digital economy – some with more success than others.

Deal or No Deal? What T-Mobile’s Proposed Acquisition of Sprint Could Mean for Bond Markets
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Deal or No Deal? What T-Mobile’s Proposed Acquisition of Sprint Could Mean for Bond Markets

Portfolio Manager John Lloyd and Credit Analyst Mike Talaga discuss the bond market implications of T-Mobile’s proposed acquisition of Sprint.

M&A Activity a Favored Prescription for Biopharmaceutical Companies
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M&A Activity a Favored Prescription for Biopharmaceutical Companies

Andy Acker discusses how biopharmaceutical companies utilize M&A strategies to fill product pipelines and maintain steady cash flows.

Fed Serving Up What Market is Craving
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Fed Serving Up What Market is Craving

Why the Federal Reserve was correct in not cutting rates Wednesday and which factors may justify a move lower in July.

Mid-Year Market GPS: When it Comes to Stocks, Trade Rules

Mid-Year Market GPS: When it Comes to Stocks, Trade Rules

Why Portfolio Manager George Maris is keeping a sharp eye on trade disputes in the second half of 2019.

Anti-Competitive a Hard Argument to Make Against Large Internet Platforms
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Anti-Competitive a Hard Argument to Make Against Large Internet Platforms

Research Analyst Tom DeLong discusses why large Internet companies are well positioned to withstand potential investigations into anti-competitive behavior.