For Institutional Investors in the US

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

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.

LATEST INSIGHTS

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China Decarbonization: The Emergence of a Mega-theme

China Decarbonization: The Emergence of a Mega-theme

Daniel Graña, Matt Doody and Jennifer James look at how China decarbonization has the potential to be one of the biggest investment themes over the coming years.

Market Overview: Collateralized Loan Obligations (CLOs)

Market Overview: Collateralized Loan Obligations (CLOs)

CLOs are increasingly the linkage between the needs of smaller companies seeking financing and investors seeking higher yields.

ESG in Credit Investing: Themes, Considerations and Implementation

ESG in Credit Investing: Themes, Considerations and Implementation

As the focus on Environmental, Social and Governance (ESG) investing globally continues to sharpen, Adrienn Sarandi, Director of Fixed Income ESG, answers some of the most frequently asked questions.

Investing in Diversity: analysing the investment risks and opportunities

Investing in Diversity: analysing the investment risks and opportunities

Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.

Perkins CIO Outlook: Step Back from the Edge in Favor of Moderation

Perkins CIO Outlook: Step Back from the Edge in Favor of Moderation

Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.

Not a Question of Either/Or

Not a Question of Either/Or

Matt Peron, Director of Research, discusses how secular trends and the economic recovery may present opportunities for stocks.

After the Virus: A Binary World

After the Virus: A Binary World

As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Global Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.

REITs The Missing Ingredient for a Holistic Real Estate Allocation

REITs The Missing Ingredient for a Holistic Real Estate Allocation

As a complement to private real estate, REITs can offer investors broader exposure to specialty property sectors that offer great growth opportunity. Learn why our experts encourage institutional investors to reassess REITs as a strategic return-enhancing asset class.

Portfolio Hedging with a Low-Cost, Long Volatility Strategy

Portfolio Hedging with a Low-Cost, Long Volatility Strategy

Diversified Alternatives Portfolio Managers Aneet Chachra and Steve Cain discuss key components of a low-cost, long volatility strategy designed to pay off strongly in a crisis and carry better than other hedges during non-crisis periods.

A Closer Look at Explicit Portfolio Protection

A Closer Look at Explicit Portfolio Protection

Steve Cain, Diversified Alternatives Portfolio Manager, discusses how incorporating a portfolio protection strategy within Multi Strategy portfolios may offer “crisis alpha” during extreme market conditions.

Perkins CIO Outlook: Basic Math Suggests the Low-Return World Is Getting Ridiculous

Perkins CIO Outlook: Basic Math Suggests the Low-Return World Is Getting Ridiculous

Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.

What it takes to be an effective sustainability advocate

What it takes to be an effective sustainability advocate

As Head of Sustainable & Responsible Investing (SRI), Hamish Chamberlayne champions sustainability every day. It takes authenticity and a desire to take part in resolving real world issues to make any meaningful dent in environmental and social challenges.