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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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.

Equity Income Investing: Key Market Drivers

Equity Income Investing: Key Market Drivers

Key market drivers from the first quarter and key themes to watch going forward.

The Fog of War: A Multi-Asset View

The Fog of War: A Multi-Asset View

The prospects for financial markets as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.

Global Stocks Provide Clues to Accelerating Inflation

Global Stocks Provide Clues to Accelerating Inflation

Equity market signals and economic data indicate U.S. consumers are tolerating higher energy prices – for now.

Keep Calm and (Commodity) Carry On

Keep Calm and (Commodity) Carry On

Geopolitical tensions and an outbreak of inflationary expectations have flowed into a less sanguine environment for all asset classes, including commodities.

The Case for Energy Stocks

The Case for Energy Stocks

The Russia/Ukraine conflict has highlighted the tight supply/demand balance for global crude, with important implications for energy stocks.

A Tale of Two Hikes

A Tale of Two Hikes

Considering the implications of a divergence in tone among central banks seemingly on the same path.

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.

The Balancing Act: Navigating Central Bank Policy Divergence

The Balancing Act: Navigating Central Bank Policy Divergence

The challenge for central banks has grown more complicated with volatility in bond markets and mounting inflationary pressures.