Global Perspectives

Fixed Income Perspectives

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

Equity Perspectives

Quarterly insight from our Equity team to help clients navigate the markets and opportunities ahead.

Global Snapshot

The Janus Henderson Global Snapshot explores themes driving markets, trends to watch, market metrics and an outlook for regions and sectors at quarter end.

Alternative Perspectives

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

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Keep the Seat Belts Fastened

Keep the Seat Belts Fastened

Gauging the potential for a sustained cross-asset recovery as the world adapts to a new paradigm where COVID-19 remains a persistent risk factor.

Whatever happened to Goldilocks?

Whatever happened to Goldilocks?

Our Diversified Alternatives Team provides a mid-year update on their 2020 outlook, outlining potential risks and opportunities for alternative strategies and weighing the impact of COVID-19.

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.

Breaking the Link: GDP Declines and Default Rates

Breaking the Link: GDP Declines and Default Rates

Why we believe corporate default rates may end up being relatively low despite the pandemic-induced economic shock.

The Shape of Credit

The Shape of Credit

A look at factors shaping credit markets, from central bank support to potential resilience from financials.

So … What About Inflation?

So … What About Inflation?

Why we feel it is important not to confuse shorter-term cyclical inflation with longer-term structural factors.

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.

The COVID-19 Recession: Sharp but Short?

The COVID-19 Recession: Sharp but Short?

Why the economic impact from COVID-19 could end up being one of the sharpest but also one of the shortest recessions on record.