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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The Importance of Being Active: Why Passive Exposure in High Yield Is Not Enough
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The Importance of Being Active: Why Passive Exposure in High Yield Is Not Enough

The U.S. high-yield market’s relatively flat return last month obscured significant divergence of returns within the index, highlighting the value of active management.

Companies Continue to Raise Dividends
Quick Views Dividends

Companies Continue to Raise Dividends

Our quarterly report on global dividends finds that payouts hit a new record during the second quarter.

When Stress is Critical for Success

When Stress is Critical for Success

Guest blogger Dr. Heidi Hanna and Dr. John L. Evans Jr. explain why stress is often misunderstood – and necessary, to a certain extent.

Growth Slowing, but Precipitous Drop Unlikely
Quick Views Volatility

Growth Slowing, but Precipitous Drop Unlikely

Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction.

Growth Slowing, but Precipitous Drop Unlikely
Quick Views Volatility

Growth Slowing, but Precipitous Drop Unlikely

Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction.

Inverted Yield Curve Signals Caution, Even if Recession Remains Distant

Inverted Yield Curve Signals Caution, Even if Recession Remains Distant

Fixed Income Portfolio Managers John Lloyd and John Kerschner discuss the inverted yield curve and its implications for bond investors.

Trade Wars, ESG and Demographics in China
Quick Views China

Trade Wars, ESG and Demographics in China

A Q&A on how trade friction; environmental, social and governance (ESG) factors; and demographic issues are impacting financial markets in China.

Don’t Discount a 2020 Rebound
Quick Views Volatility

Don’t Discount a 2020 Rebound

While the near-term outlook for the global economy remains weak, some signs indicate that 2020 may be a recovery year.

Summertime Limbo – How Low Can Yields Go?
Quick Views Property Equities

Summertime Limbo – How Low Can Yields Go?

As bond yields fall further, an allocation to REITs could offer the potential for improved risk-adjusted returns in a balanced portfolio.

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.

Perkins CIO Outlook: Let Others’ Mistakes Be Your Opportunity

Perkins CIO Outlook: Let Others’ Mistakes Be Your Opportunity

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