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

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Market GPS: Central Bank Policy Key to Staving Off Global Recession in 2020

Market GPS: Central Bank Policy Key to Staving Off Global Recession in 2020

Global Head of Fixed Income Jim Cielinski believes there’s reason to be positive about the outlook for fixed income in 2020 despite a challenging backdrop.

Market GPS: Corporate Debt and the Need for Alternatives in 2020

Market GPS: Corporate Debt and the Need for Alternatives in 2020

The end of the corporate debt boom could spell trouble for equities and create demand for alternatives that offer diverse sources of returns.

Market GPS: Can Equities Deliver More Gains?

Market GPS: Can Equities Deliver More Gains?

At face value, stocks do not look cheap heading into 2020. But low interest rates and a market rotation could help support the asset class.

Market GPS: Investment Themes to Watch in 2020

Market GPS: Investment Themes to Watch in 2020

In our Market GPS: Investment Outlook 2020, our asset class heads provide their views on investment themes to watch in the year ahead.

Investors Possibly Ill-Positioned for Continued Market Rotation

Investors Possibly Ill-Positioned for Continued Market Rotation

Investors may not be sufficiently considering the prospects of a steadying U.S. economy and a potential rise in inflation.

Tell Tail Signs: Don’t Bet on Recession or Disinflation

Tell Tail Signs: Don’t Bet on Recession or Disinflation

Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.

Finding Value in Bonds Amid Negative Rates

Finding Value in Bonds Amid Negative Rates

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

Themes in Focus

Themes in Focus

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

Tell Tail Signs: Options Markets Still Sniffing Inflation

Tell Tail Signs: Options Markets Still Sniffing Inflation

Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.

Global Sector Views: Is the U.S. Headed for Recession?

Global Sector Views: Is the U.S. Headed for Recession?

As trade tensions potentially distort the economic outlook, investors should prepare for market volatility and focus on defensive growth companies.

Tell Tail Signs: Options Markets Still Sniffing Inflation

Tell Tail Signs: Options Markets Still Sniffing Inflation

Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.

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.