Global Perspectives

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

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.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

LATEST INSIGHTS

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RBA to Markets: “We are Still Here”

RBA to Markets: “We are Still Here”

Dan Siluk’s insight on why the Reserve Bank of Australia has chosen now to reenter markets with the aim of keeping interest rates at its designated target.

What Will It Take to Sustain the Budding Market Recovery?
Quick Views Coronavirus

What Will It Take to Sustain the Budding Market Recovery?

The elements that have fueled the market recovery and the factors that can help to sustain it.

Can the Market’s Immunity Last?
Quick Views Coronavirus Credit

Can the Market’s Immunity Last?

With economic momentum and corporate bond market strength waning, we more closely examine the outlook for corporate credit.

Tell Tail Signs: More Legs to the Risk-On Rally? We Think Not.

Tell Tail Signs: More Legs to the Risk-On Rally? We Think Not.

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.

Fed Update: Stealth Yield Curve Control?

Fed Update: Stealth Yield Curve Control?

Nick Maroutsos comments on how the Fed, in sticking to its script of accommodative policy, has let financial markets know that it means business in supporting the economy.

Can Narrow Mid-Cap Leadership Continue?

Can Narrow Mid-Cap Leadership Continue?

Considering the long-term view on the most expensive mid-cap stocks.

From Bond Glut to Bond Drought: A Strategic Fixed Income View

From Bond Glut to Bond Drought: A Strategic Fixed Income View

Why the second half of 2020 could see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.

Global Sustainable Equity: News and Opportunities

Global Sustainable Equity: News and Opportunities

Recent developments in the world of sustainability amid the COVID-19 crisis.

A More Stable Outlook for the European High-Yield Market

A More Stable Outlook for the European High-Yield Market

The outlook for the European high-yield market and why we expect it to be relatively stable in the months ahead.

A Historic Day for Europe
Quick Views Coronavirus

A Historic Day for Europe

Insights on the European Union’s landmark coronavirus recovery package, agreed to after four days and four nights of negotiations.

Investors Perhaps Too Enthusiastic About Future Fiscal Stimulus

Investors Perhaps Too Enthusiastic About Future Fiscal Stimulus

Why we believe a disappointing fiscal response could shatter market expectations – and with them, this historic equities rally.

Awaiting a Return to Rationality in SMID-Cap Growth

Awaiting a Return to Rationality in SMID-Cap Growth

Observing recent trends in the small- and mid-cap space, where money-losing companies have consistently outperformed profitable businesses.