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.

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Can Narrow Mid-Cap Leadership Continue?

Can Narrow Mid-Cap Leadership Continue?

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

Global Sustainable Equity: News and Opportunities

Global Sustainable Equity: News and Opportunities

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

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.

COVID-19: Implications of Rising Case Numbers in the U.S.

COVID-19: Implications of Rising Case Numbers in the U.S.

COVID-19 cases are mounting in the U.S. But the dynamics of the outbreak are also changing, with important implications for the next phase of the pandemic.

For Some Tech Giants, Innovation No Longer a Dilemma
Quick Views Technology

For Some Tech Giants, Innovation No Longer a Dilemma

With data and networks acting as valuable currency, today’s leading tech companies appear better positioned to maintain their innovative edge than previous generations of tech titans.

China: Moderation Expected After a Steady Early Recovery
Quick Views China Coronavirus

China: Moderation Expected After a Steady Early Recovery

A look at the key issues impacting China’s recovery post-COVID-19 and stock market performance year to date.

Sustainable Investing Shines During Market Gloom

Sustainable Investing Shines During Market Gloom

Research shows that 70% of sustainable equity funds ranked in the top half of their Morningstar category during the first quarter of 2020. Here’s why.

What a Return to “Normal” Could Mean for Equities

What a Return to “Normal” Could Mean for Equities

In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.

Why Secular Growth Leadership Will Likely Continue

Why Secular Growth Leadership Will Likely Continue

Secular growth leadership will likely continue, with the current crisis only helping these stocks strengthen their advantage.

Where the ESG Rubber Meets the Road

Where the ESG Rubber Meets the Road

While standardized ESG reporting is necessary, investing in high-quality companies also demands an assessment of corporate culture.

Alterations in the Fast Fashion Industry

Alterations in the Fast Fashion Industry

Exploring the environmental damage associated with the fast fashion trade and how some companies are changing the shape of the industry.