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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Time to Go Domestic for U.S. Equities in 2019?

Time to Go Domestic for U.S. Equities in 2019?

Portfolio Managers Marc Pinto and Jeremiah Buckley look at the prospects for domestic U.S. equities, following a turbulent 2018.

Perkins CIO Outlook: Going With the Flow in Life, Not Investing

Perkins CIO Outlook: Going With the Flow in Life, Not Investing

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

Finding Stability in a World Uncertain

Finding Stability in a World Uncertain

Ben Lofthouse, CFA, Head of Global Equity Income and Portfolio Manager at Janus Henderson, talks about global equity investing in a time of political and economic uncertainty.

Navigating Volatile Bond Markets

Navigating Volatile Bond Markets

Nick Maroutsos explains why the Fed will likely not meet its 2019 interest rate target and how investors should position themselves for a more subdued rate path.

Setting the Stage for 2019

Setting the Stage for 2019

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

High Yield – Navigating a Slowdown

High Yield – Navigating a Slowdown

Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.

Risks and Opportunities in Agency MBS

Risks and Opportunities in Agency MBS

A number of factors are set to influence agency MBS in 2019. Head of U.S. Securitized Products John Kerschner discusses the market’s dynamics and the risks and opportunities on the horizon.

Cracks in the Credit Cycle

Cracks in the Credit Cycle

Portfolio Managers Darrell Watters and Mike Keough identify signals indicative of an advancing credit cycle and highlight what to watch in the year ahead.

Inflation – Is That It?

Inflation – Is That It?

John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors that he believes indicate that current inflation is more cyclical than structural.

Tail Risk Report: Uncertainty on the Rise … Who Will Blink First – the Fed or the Market?

Tail Risk Report: Uncertainty on the Rise … Who Will Blink First – the Fed or the Market?

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: Don’t Buy the Dip, Buy Bargains

Perkins CIO Outlook: Don’t Buy the Dip, Buy Bargains

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