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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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.

Making sense of equities in 2020

Making sense of equities in 2020

George Maris, Co-Head of Equities – Americas, recaps equity market volatility in 2020 and what investors should consider as the outlook for the global economy remains unclear.

How do opportunities within Asian equities change post COVID-19?

How do opportunities within Asian equities change post COVID-19?

Andrew Gillan explores the impact of the pandemic on Asian equities and explains why structural growth stories remain intact.

2020 Trends in Investing: Uncertainty Forces Advisors to Reevaluate Asset Allocation

2020 Trends in Investing: Uncertainty Forces Advisors to Reevaluate Asset Allocation

The 2020 Trends in Investing Survey reveals that the pandemic is directly impacting financial advisors’ short-term economic outlook.

Are near-term debt levels a distraction?

Are near-term debt levels a distraction?

Credit portfolio managers John Lloyd and Tim Winstone argue that markets are fixated with the near-term expansion in debt levels when a deeper look at credit fundamentals shows a more nuanced picture.

The Political Struggle among Hong Kong, China and the United States

The Political Struggle among Hong Kong, China and the United States

Why we believe China’s introduction of the National Security Law for Hong Kong is more about politics than economics.