Global Perspectives

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.

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.

Alternative Perspectives

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

LATEST INSIGHTS

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Market GPS: High Stock Valuations Demand a Focus on Quality in 2020

Market GPS: High Stock Valuations Demand a Focus on Quality in 2020

As equity multiples climb, we believe investors should focus on high-quality value or cyclical stocks to help minimize risk.

Perkins CIO Outlook: Staying Mindful of the Consequences of Leverage

Perkins CIO Outlook: Staying Mindful of the Consequences of Leverage

Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.

Value and Growth in the Current Market
Quick Views Value Equities

Value and Growth in the Current Market

Portfolio Manager Kevin Preloger discusses the implications for value investing in a market receiving mixed signals.

Challenging Environment Calls for Defensive Approach in Equities
Quick Views Value Equities

Challenging Environment Calls for Defensive Approach in Equities

Portfolio Manager Justin Tugman says slowing growth and rising multiples are making for a difficult investment environment. In his opinion, equities remain attractive, but investors should consider a defensive approach.

Let Others’ Mistakes Be Your Opportunity
Quick Views Value Equities

Let Others’ Mistakes Be Your Opportunity

Investors have flocked to the perceived “stability” of growth stocks, but growth at any price does not always lead to gains.

What’s Behind the Historic Valuation Gap in Equities?

What’s Behind the Historic Valuation Gap in Equities?

Director of Research Carmel Wellso explains how disruption in multiple sectors has led to a wide valuation gap.