For Institutional Investors in the US

Global Perspectives

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.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Decarbonisation in EM Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

LATEST INSIGHTS

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Five questions fixed income investors are asking in 2022

Five questions fixed income investors are asking in 2022

Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.

Opposing Forces

Opposing Forces

A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.

Caution Merited in an Increasingly Uncertain Market

Caution Merited in an Increasingly Uncertain Market

Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.

Sovereign Debt Levels Hit New Records in 2021
Quick Views Macroeconomics

Sovereign Debt Levels Hit New Records in 2021

Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to $65.4 trillion in 2021.

Another Step toward Policy Tightening – with a Caveat
Quick Views Macroeconomics

Another Step toward Policy Tightening – with a Caveat

We caution against classifying the Fed’s interest rate “liftoff” decision as being unequivocally hawkish.

“Swissie” Causing Headaches for its Central Bank
Quick Views Macroeconomics

“Swissie” Causing Headaches for its Central Bank

The Swiss franc is on an appreciating trajectory versus the euro. What can the central bank do to stem the rise?

Inflation Dilemma: Where Now for Central Banks and Fixed Income?

Inflation Dilemma: Where Now for Central Banks and Fixed Income?

Jim Cielinski considers the dilemma for central banks as they are caught between decades-high inflation and an increasingly uncertain growth outlook.

Global Perspectives: A Closer Look at CLOs
Quick Views Macroeconomics

Global Perspectives: A Closer Look at CLOs

Why CLOs deserve a closer look in today’s environment of low yields, high inflation and rising interest rates.

Global Perspectives: An Extreme Hatred of Bonds … Just or Unfair?

Global Perspectives: An Extreme Hatred of Bonds … Just or Unfair?

Investor positioning still (unfairly) reflects an extreme hatred of bonds.

Will Japan Join the Tightening Party?

Will Japan Join the Tightening Party?

Considering whether Japan could join other developed market peers in the exit from accommodative policy.

Central Banks in 2022 – Making Long Bonds Great Again
Quick Views Macroeconomics

Central Banks in 2022 – Making Long Bonds Great Again

Our Strategic Fixed Income team’s cyclical process for managing bond exposures is signaling a collapse in U.S. government bond yields around springtime.