For Institutional Investors in the US

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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 markets and opportunities ahead.

Alternative Perspectives

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

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

LATEST INSIGHTS

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The Market’s Tug-of-War: Outlook for U.S. Equities

The Market’s Tug-of-War: Outlook for U.S. Equities

From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.

Reassessing Rates, Risks and Inflation
Quick Views Interest rates

Reassessing Rates, Risks and Inflation

From the JHI Global Media Conference: A look at the key risks for equity and fixed income markets through the end of 2021.

Global Sustainable Equity: News and Opportunities

Global Sustainable Equity: News and Opportunities

Reflecting on the previous quarter of 2021 and looking ahead to the opportunities in the world of sustainability.

Great Expectations in Inflation

Great Expectations in Inflation

Inflation is top of mind for investors. Portfolio managers Helen Anthony and Andrew Mulliner consider whether it is permanent or transitory.

Inflation Outlook: A Celebration of Growth or Central Bank Complacency?

Inflation Outlook: A Celebration of Growth or Central Bank Complacency?

From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.

Innovation, Low Valuations Tailwinds for Health Care
Quick Views Healthcare

Innovation, Low Valuations Tailwinds for Health Care

Underperforming the broad market for the first half of 2021, health care now offers attractive valuations and significant growth potential, thanks to innovation.

Decarbonization: How Can Investors Lead the Charge to Reaching Net Zero by 2050?

Decarbonization: How Can Investors Lead the Charge to Reaching Net Zero by 2050?

From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.

Balancing Opportunities and Risks in a Portfolio
Quick Views Volatility

Balancing Opportunities and Risks in a Portfolio

From the JHI Global Media Conference: The importance of building diversified portfolios to provide resilience.

When Will Fundamentals Matter Again?
Quick Views Value Equities

When Will Fundamentals Matter Again?

What market factors could encourage a return to fundamental-based investing?

Come on Down: Is Inflation Priced Right?

Come on Down: Is Inflation Priced Right?

A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.

New Frontiers: Navigating SPACs, IPOs and New Inefficiencies
Quick Views Volatility

New Frontiers: Navigating SPACs, IPOs and New Inefficiencies

From the JHI Global Media Conference: A look at the short-term opportunities created by money flows.

Time to Get Active in ETFs?
Quick Views ETF Featured

Time to Get Active in ETFs?

From the JHI Global Media Conference: Why we believe active ETFs could triple in value over the next four years.