For Institutional Investors in the US

Global Perspectives

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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Enhancing Beta Returns via Disintermediation Alphas

Enhancing Beta Returns via Disintermediation Alphas

A novel approach representing a material departure from past enhanced index strategies

ValueTalks Interview with Aneet Chachra: Why Flows Matter
Quick Views Risk Premia

ValueTalks Interview with Aneet Chachra: Why Flows Matter

Aneet Chachra, Portfolio Manager on the Multi Strategy and Global Diversified Risk Premia strategies, was interviewed for ValueWalk’s “ValueTalks” podcast.

Echoes of debt crises past

Echoes of debt crises past

Can the past give some indication of how well economies can emerge from the COVID crisis? Portfolio Manager Steve Cain considers some of the lessons from the early 20th Century.

Flow World Reloaded

Flow World Reloaded

Can investors ride the pickup in issuance and option volumes in 2021? Aneet Chachra and David Elms consider how flexible, flow-driven strategies acting as price makers to intermediate flow mismatches can benefit.

Portfolio protection – one size fits none

Portfolio protection – one size fits none

Suny Park and Alistair Sayer argue the case for both utilizing explicit and implicit Protection strategies to adapt to different market crises.

The commodities super cycle: is it time to follow the trend?

The commodities super cycle: is it time to follow the trend?

Portfolio Managers Mathew Kaleel and Andrew Kaleel consider the value of a trend following strategy in a world where higher commodity prices lead to materially higher inflation.

Portfolio Protection: One Size Fits None

Portfolio Protection: One Size Fits None

The importance of employing both explicit and implicit protection strategies to address different types of crises.

A Closer Look at Dynamic Trend Following
Quick Views Volatility

A Closer Look at Dynamic Trend Following

A look at different approaches to capturing micro and macro trends in markets.

Welcome to Flow World
Quick Views Volatility

Welcome to Flow World

Large-scale trading activity periodically creates short-term dislocations that may present investment opportunities.

How the Return to “Normal” Could Reshape Markets

How the Return to “Normal” Could Reshape Markets

Options prices signal that the global economy’s reopening could mark the beginning of a shift in long-term market trends, says Head of Global Asset Allocation Ashwin Alankar.

Diversified Alternatives: Adapt and Evolve

Diversified Alternatives: Adapt and Evolve

David Elms, Head of Diversified Alternatives, argues for new thinking for investors’ portfolios in 2021, following a year in which the pandemic posed unfamiliar challenges for industries.

Diversified Alternatives: Evolution and Adaptation in Changing Markets
Quick Views Coronavirus Volatility

Diversified Alternatives: Evolution and Adaptation in Changing Markets

In this Q&A, David Elms, Head of Diversified Alternatives at Janus Henderson Investors, discusses the role of alternatives in uncertain markets.