For Institutional Investors in the US

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

LATEST INSIGHTS

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High-Yield Bonds: Looking Under the Hood
Quick Views Annual Outlook Credit

High-Yield Bonds: Looking Under the Hood

Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.

Strategic Fixed Income: A More Fertile Environment for Bond Returns
Quick Views Annual Outlook Credit

Strategic Fixed Income: A More Fertile Environment for Bond Returns

Jenna Barnard and John Pattullo believe developed market government bonds have a surprise in store in 2022.

Tapering Without the Tantrum
Quick Views Credit Interest rates

Tapering Without the Tantrum

Why the Fed tapering its MBS purchases should go smoother than last time.

China’s Three Cs: COVID, Consumption and Credit
Quick Views China Coronavirus Credit

China’s Three Cs: COVID, Consumption and Credit

How policies enacted by China’s government toward COVID-19, consumption and credit are likely to shape China’s near-term trajectory.

Introducing Impact Investing at Janus Henderson

Introducing Impact Investing at Janus Henderson

Defining impact investing, why it is important, and why we are passionate about it.

The Return of Multiplicity

The Return of Multiplicity

A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.

Blink and you’ll miss it

Blink and you’ll miss it

Are we setting up for one of the shortest business cycles in history?

Truffle hunting in credit

Truffle hunting in credit

While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.

China’s Economic Rebalancing Casts a Cloud on Property
Quick Views China Credit

China’s Economic Rebalancing Casts a Cloud on Property

The far-reaching implications of China’s efforts to rebalance its economy.

The Case for Alternatives in a Buoyant Market

The Case for Alternatives in a Buoyant Market

After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.

Global Perspectives: No One’s Listening to the Bond Markets
Quick Views Credit Interest rates

Global Perspectives: No One’s Listening to the Bond Markets

Bond markets are once again sending a message on rates. Is anyone listening?

Looking at Bonds Through a Glass Half Full

Looking at Bonds Through a Glass Half Full

Finding opportunities in the current bond environment.