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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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.

Investment Considerations of a Bipolar World

Investment Considerations of a Bipolar World

Daniel Graña, Emerging Market Equity Portfolio Manager, believes that the beginning of the end of the post-Cold War order and the rise of an assertive China have enormous investment implications.

First In, First Out of COVID: How Has China Fared?
Quick Views China Coronavirus

First In, First Out of COVID: How Has China Fared?

A discussion of the main highlights for investors in China stocks over the first half of the year and the outlook for the rest of 2020.

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.

The Political Struggle among Hong Kong, China and the United States

The Political Struggle among Hong Kong, China and the United States

Why we believe China’s introduction of the National Security Law for Hong Kong is more about politics than economics.

How Is China Slowly Emerging from the Coronavirus Aftermath?
Quick Views China Coronavirus

How Is China Slowly Emerging from the Coronavirus Aftermath?

How companies and the government are supporting consumers and businesses as economic activity begins to resume in China.

A Cross-Sector View of Coronavirus Impacts

A Cross-Sector View of Coronavirus Impacts

In this series of videos, our research analysts discuss how the coronavirus could affect various sectors and what investors should be considering amid rising volatility.

Markets Fear a Global Coronavirus Pandemic

Markets Fear a Global Coronavirus Pandemic

Weighing the potential impact on global economic growth as concerns grow about the spread of the coronavirus beyond China.

COVID-19: Assessing the Impact on Property Markets

COVID-19: Assessing the Impact on Property Markets

Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.

Coronavirus: Does it Change the Outlook for Chinese Equities?
Quick Views China Coronavirus

Coronavirus: Does it Change the Outlook for Chinese Equities?

Assessing the impact of the coronavirus outbreak and potential implications for investors.

China in Uncharted Territory
Quick Views China

China in Uncharted Territory

With infrastructure investment the last reliable lever policymakers have to manage the Chinese economy’s trajectory, the golden age of China’s economic boom may be over.

Coronavirus: Assessing Financial Market Impacts

Coronavirus: Assessing Financial Market Impacts

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan novel coronavirus on financial markets.