Our Global Perspectives series features candid conversations with Janus Henderson's thought leaders.
A behind-the-scenes look at some of the company- and industry-level research done by our analysts.
Global Perspectives
Global Perspectives Podcast: The High Is Back in High Yield
Recession risks and rising rates have lifted yields on high yield bonds, so are these concerns now largely priced in?
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Global Perspectives: How Much Is Stagflation a Concern for REITs?
Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.
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Global Perspectives: A Closer Look at CLOs
Why CLOs deserve a closer look in today’s environment of low yields, high inflation and rising interest rates.
Listen NowResearch in Action
Research in Action: The Commodities Comeback
A discussion about the structural dynamics keeping metal prices such as copper elevated, and what that means for investors.
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Research in Action: Tech’s Mega Themes Show No Signs of Slowing
Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.
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Research in Action: Can the Energy Recovery Continue?
Tight supply and strong demand have caused fossil fuel prices to rise – and improved the prospects of energy stocks.
Listen NowPlan Talk
Plan Talk: A Plan Menu that Checks All the Boxes
Guidance on selecting investment options for plan menus that meet a range of participant needs, today and into the future.
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Plan Talk: How to Engage and Motivate Retirement Plan Participants
How can plan sponsors communicate with participants to keep them engaged with their retirement plans?
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Plan Talk: Best of 2020
2020’s final episode of Plan Talk highlights notable updates, trends and legal cases in the defined contribution space from the past year.
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