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.

Global Dividend Index

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

Alternative Perspectives

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

LATEST INSIGHTS

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Equity Markets Price In Uncontested Election

Equity Markets Price In Uncontested Election

U.S. stocks have climbed in recent weeks on optimism that the U.S. election will have a clear outcome on (or shortly after) Nov. 3.

Global Sustainable Equity: News and Opportunities (October 2020)

Global Sustainable Equity: News and Opportunities (October 2020)

An overview of notable sustainable news stories for the third quarter of 2020.

COVID-19: Analyzing Approaches to Mental Health

COVID-19: Analyzing Approaches to Mental Health

The COVID-19 crisis has brought many issues in society to light, with individuals being impacted by the pandemic in varying ways.

The End of an Era: Emerging Markets Prepare for a Post-Globalization World

The End of an Era: Emerging Markets Prepare for a Post-Globalization World

With globalization in retreat, emerging market (EM) countries and companies will need to adapt as they continue their path to prosperity.

Deconstructing Sustainable Design

Deconstructing Sustainable Design

Companies that can adapt their business models to address rising demand for sustainable products may succeed in the long run.

Emerging Markets Caught in Trade Winds

Emerging Markets Caught in Trade Winds

No matter who wins the U.S. election in November, more change is likely coming to global trade agreements, impacting emerging markets.

Global Perspectives: Demystifying Sustainable Investing

Global Perspectives: Demystifying Sustainable Investing

While there are many approaches to sustainable investing, the key common denominator is profit, people and planet.

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

A look at the future of the ACA following the passing of Supreme Court Justice Ruth Bader Ginsburg and what it means for health care stocks.

In Charts: U.S. Stock Performance During Past Presidential Elections

In Charts: U.S. Stock Performance During Past Presidential Elections

Looking at the returns of the S&P 500® Index during past U.S. presidential election periods and what could happen in 2020.

Investment Themes for the Economic Recovery
Quick Views Coronavirus Volatility

Investment Themes for the Economic Recovery

The rapid adoption of cloud computing and e-commerce are just some of the investment themes we see emerging as the economy moves toward recovery.

Abenomics: More Arrows in the Quiver?
Quick Views Coronavirus

Abenomics: More Arrows in the Quiver?

Japanese Prime Minister Shinzo Abe’s resignation signifies an end to “Abenomics,” policies based on monetary easing, fiscal stimulus and structural reforms.

Long-Term View Best Tonic for Digesting Tech Sector Volatility
Quick Views Technology Volatility

Long-Term View Best Tonic for Digesting Tech Sector Volatility

Investors maintaining a tech allocation should stay focused on the secular forces behind the sector’s recent impressive financial performance.