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.

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2020 Perspectives: Are We Asking the Right Questions?
Thematic Research

2020 Perspectives: Are We Asking the Right Questions?

Suny Park, Head of NA Institutional Client Strategy, discusses commonly-asked questions amid pandemic uncertainty, and provides answers which may impact investment strategy for institutional investors.

A Case for Multi Strategy

A Case for Multi Strategy

Learn how well-constructed ‘Multi Strategy portfolios’ can deliver on the original objectives of institutional hedge fund programs.

Portfolio rebalancing – pick a different day
Thematic Research

Portfolio rebalancing – pick a different day

The majority of asset allocation models are rebalanced on the last day of the calendar month, but is this the best approach to maximize returns? Portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, tested the validity of this traditional market orthodoxy, with some surprising results.

Introduction to Risk Premia Investing

Introduction to Risk Premia Investing

Learn about several key philosophical and definitional issues related to risk premia investing.

Real Return of 5%… What Does It Look Like in Nominal Terms?
Thematic Research

Real Return of 5%… What Does It Look Like in Nominal Terms?

A guaranteed real return of 5.0% represents the holy grail for most investors. But, what does real return of 5.0% look like for health care institutions?

Thematic Research

Real Return of 5%… What Does It Look Like in Nominal Terms?

A guaranteed real return of 5.0% represents the holy grail for most investors. But, what does real return of 5.0% look like for health care institutions?

Breaking Down Plastic Pollution
Thematic Research

Breaking Down Plastic Pollution

Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.

Free Yourself From Average Thinking: Big Moves Matter

Free Yourself From Average Thinking: Big Moves Matter

Dr. Myron Scholes and Dr. Ashwin Alankar describe how successfully managing tail risks is key to maximizing terminal value.

Risk Premia Investing Can Be a Powerful Ally to Investors

Risk Premia Investing Can Be a Powerful Ally to Investors

Many “diversified” portfolios have risk exposure concentrated in 1 or 2 risk factors. Learn how low-correlated risk premia may reduce risk and enhance returns.

The Case for Emerging Market Corporate Bonds

The Case for Emerging Market Corporate Bonds

Learn why the emerging market corporate bonds asset class is increasingly viewed as a valuable source of returns and portfolio diversification.