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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Rising bond yields — a validation of recovery or a challenge?

Rising bond yields — a validation of recovery or a challenge?

The world is set for a strong cyclical recovery. Andrew Mulliner, Head of Global Aggregate Strategies, shares his thoughts on the divergence in economic fortunes that are beginning to appear and the likely impact on investment opportunities.

Powerful factors coalescing for a rebound in U.S. travel and leisure

Powerful factors coalescing for a rebound in U.S. travel and leisure

Portfolio Manager Jeremiah Buckley and Assistant Portfolio Manager David Chung discuss the strong recovery potential for travel and leisure industries as COVID restrictions ease.

Portfolio Protection: One Size Fits None

Portfolio Protection: One Size Fits None

The importance of employing both explicit and implicit protection strategies to address different types of crises.

Finding Value in Each Other: Active Collaboration in Stock and Bond Analysis

Finding Value in Each Other: Active Collaboration in Stock and Bond Analysis

Assessing the benefits of active collaboration in stock and bond analysis.

A Closer Look at Dynamic Trend Following
Quick Views Volatility

A Closer Look at Dynamic Trend Following

A look at different approaches to capturing micro and macro trends in markets.

Welcome to Flow World
Quick Views Volatility

Welcome to Flow World

Large-scale trading activity periodically creates short-term dislocations that may present investment opportunities.

2021 – In a Word: Recovery

2021 – In a Word: Recovery

Andrew Mulliner explains why 2021 will likely be a year of recovery, though he cautions that investors should keep one eye on inflation and inflation expectations.

Expect Less Volatility in 2021, but Uncertainties Remain

Expect Less Volatility in 2021, but Uncertainties Remain

While volatility should diminish in 2021, uncertainties remain that investors will need to prepare for.

A Positive Backdrop for U.S. Equities

A Positive Backdrop for U.S. Equities

Though volatility is likely to continue, Portfolio Manager Jeremiah Buckley thinks the outlook for equities remains constructive as we progress past the election and get closer to the end of the coronavirus pandemic.

Diversified Alternatives: Adapt and Evolve

Diversified Alternatives: Adapt and Evolve

David Elms, Head of Diversified Alternatives, argues for new thinking for investors’ portfolios in 2021, following a year in which the pandemic posed unfamiliar challenges for industries.

Diversified Alternatives: Evolution and Adaptation in Changing Markets
Quick Views Coronavirus Volatility

Diversified Alternatives: Evolution and Adaptation in Changing Markets

In this Q&A, David Elms, Head of Diversified Alternatives at Janus Henderson Investors, discusses the role of alternatives in uncertain markets.

Options Market Warms to Divided Government
Quick Views Elections Volatility

Options Market Warms to Divided Government

The options market signals that riskier assets may find a supportive environment in an era of split government and policy moderation.