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.

Global Snapshot

The Janus Henderson Global Snapshot explores themes driving markets, trends to watch, market metrics and an outlook for regions and sectors at quarter end.

LATEST INSIGHTS

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What a Return to “Normal” Could Mean for Equities

What a Return to “Normal” Could Mean for Equities

In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.

Why Secular Growth Leadership Will Likely Continue

Why Secular Growth Leadership Will Likely Continue

Secular growth leadership will likely continue, with the current crisis only helping these stocks strengthen their advantage.

Where the ESG Rubber Meets the Road

Where the ESG Rubber Meets the Road

While standardized ESG reporting is necessary, investing in high-quality companies also demands an assessment of corporate culture.

The COVID-19 Recession: Sharp but Short?

The COVID-19 Recession: Sharp but Short?

Why the economic impact from COVID-19 could end up being one of the sharpest but also one of the shortest recessions on record.

The Big Rotation

The Big Rotation

An explanation of the market’s dramatic gains in recent weeks and factors that need to be in place to sustain a V-shaped recovery.

Despite High Marks, Fed Still Has Issues to Resolve

Despite High Marks, Fed Still Has Issues to Resolve

Why we believe the Fed must place greater emphasis on channeling accommodative policy to the backbone of the real economy: households and small businesses.

Alterations in the Fast Fashion Industry

Alterations in the Fast Fashion Industry

Exploring the environmental damage associated with the fast fashion trade and how some companies are changing the shape of the industry.

Beyond the Nadir: What’s Next for Fixed Income

Beyond the Nadir: What’s Next for Fixed Income

Little more than two months after global markets dramatically sold off on worries over COVID-19, have fixed income markets returned to “normal”?

Accelerating and emerging trends within U.S. equities

Accelerating and emerging trends within U.S. equities

Portfolio Managers Marc Pinto and Jeremiah Buckley discuss accelerating and emerging secular themes amid the COVID-19 crisis and which companies stand to benefit.

Investing in health care post COVID-19

Investing in health care post COVID-19

Health care’s aggressive efforts to address COVID-19 could have a positive impact on the sector long term, says Portfolio Manager Andy Acker.

Emerging Markets: ‘a rising tide will not lift all boats’

Emerging Markets: ‘a rising tide will not lift all boats’

Daniel Graña argues that a large disparity is likely between the success stories of certain emerging market countries and the failures of others.

Sustainability and digitalisation:  speeding the transition to a low carbon world

Sustainability and digitalisation: speeding the transition to a low carbon world

Hamish Chamberlayne, Head of SRI, explores the advancements made in the digital space and how this is closely linked with a sustainable future.