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.

LATEST INSIGHTS

Subscribe for relevant insights delivered straight to your inbox

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

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 Fixed Income Diversification Becomes “Diworsification”

When Fixed Income Diversification Becomes “Diworsification”

Following a tumultuous August, the PCS team discusses how fixed income diversification may be overcomplicating and hindering portfolios.

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.

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.

Using Purpose to Redefine Retirement

Using Purpose to Redefine Retirement

Research shows having a defined purpose can improve longevity. Guest blogger Dr. Heidi Hanna discusses why it matters.