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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Let Others’ Mistakes Be Your Opportunity
Quick Views Value Equities

Let Others’ Mistakes Be Your Opportunity

Investors have flocked to the perceived “stability” of growth stocks, but growth at any price does not always lead to gains.

Inflation Risks in a Distracted Market

Inflation Risks in a Distracted Market

As investors focus on the slowing global economy, options markets are warning of another risk that may be flying under the radar: inflation.

Attaching a Price to Bond Market Liquidity

Attaching a Price to Bond Market Liquidity

With rates low and markets volatile, investors may need to expand their toolkit to reach return objectives.

Learning from Argentina: The Importance of Balance in Bond Portfolios
Quick Views Volatility

Learning from Argentina: The Importance of Balance in Bond Portfolios

The swift collapse in Argentina’s financial markets is a blunt reminder to consider how fixed income portfolios are invested and with what risk.

Life in the Conflict Zone
Quick Views Volatility

Life in the Conflict Zone

Portfolio Manager Paul O’Connor discusses the U.S.-China trade war’s impact on financial markets and shares his global outlook.

Trade War Tension: Look Past the Noise to Navigate Uncertainty
Quick Views Volatility

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
Quick Views China

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.

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.

What’s Behind the Historic Valuation Gap in Equities?

What’s Behind the Historic Valuation Gap in Equities?

Director of Research Carmel Wellso explains how disruption in multiple sectors has led to a wide valuation gap.