For Institutional Investors in the US
A Closer Look at Explicit
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.
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.
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
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Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.
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.
Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using options market prices to infer expected tail gains and tail losses.
Why it is critical to have many lenses through which to identify compelling opportunities in emerging markets.
Portfolio Manager Denny Fish provides an update on the mega themes reshaping the technology landscape in 2020 and beyond.
Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.
Portfolio Managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.
With stock multiples at historic highs, investors may need to increasingly consider downside risk and look broadly to find attractive valuations.
In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.
Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.
John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.
David Elms, Head of Diversified Alternatives, offers insight into where he sees opportunities in the alternatives space heading into 2020.