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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Fundamentals Before Politics: The Outlook for Stocks and Bonds through the Election

Fundamentals Before Politics: The Outlook for Stocks and Bonds through the Election

Long-term market factors may prove to be more important for investors than short-term election uncertainty.

Global real estate – coming to the end of the abnormal?

Global real estate – coming to the end of the abnormal?

Would be better if we can have a separate category for Property equities. If not, then Specialty Equities is second choice.

The highly rational – and sometimes slightly less rational – world of tech investing

The highly rational – and sometimes slightly less rational – world of tech investing

Global Technology and Innovation Portfolio Manager Denny Fish argues that a long view is essential for maximizing the opportunity presented by the forces driving the transition to a digital global economy.

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

Affordable Care Act: “Reports of My Death Are Greatly Exaggerated”

A look at the future of the ACA following the passing of Supreme Court Justice Ruth Bader Ginsburg and what it means for health care stocks.

Dollar Weakness: An Underappreciated Threat to the Global Economic System
Quick Views Interest Rates Tail Risk

Dollar Weakness: An Underappreciated Threat to the Global Economic System

This year’s weakening of the U.S. dollar poses a significant threat to global economic growth and financial stability should it spiral out of control.

2020 Perspectives: Are We Asking the Right Questions?
Thematic Research

2020 Perspectives: Are We Asking the Right Questions?

Suny Park, Head of NA Institutional Client Strategy, discusses commonly-asked questions amid pandemic uncertainty, and provides answers which may impact investment strategy for institutional investors.

Rising Political Risk Fuels Uncertainty
Quick Views Elections Volatility

Rising Political Risk Fuels Uncertainty

With uncertainty hanging over the U.S. election, it may be prudent for bond investors to stay diversified and keep risk levels in check.

In Charts: U.S. Stock Performance During Past Presidential Elections

In Charts: U.S. Stock Performance During Past Presidential Elections

Looking at the returns of the S&P 500® Index during past U.S. presidential election periods and what could happen in 2020.

Investment Themes for the Economic Recovery
Quick Views Coronavirus Volatility

Investment Themes for the Economic Recovery

The rapid adoption of cloud computing and e-commerce are just some of the investment themes we see emerging as the economy moves toward recovery.

Investment Considerations of a Bipolar World

Investment Considerations of a Bipolar World

Daniel Graña, Emerging Market Equity Portfolio Manager, believes that the beginning of the end of the post-Cold War order and the rise of an assertive China have enormous investment implications.

Abenomics: More Arrows in the Quiver?
Quick Views Coronavirus

Abenomics: More Arrows in the Quiver?

Japanese Prime Minister Shinzo Abe’s resignation signifies an end to “Abenomics,” policies based on monetary easing, fiscal stimulus and structural reforms.

Long-Term View Best Tonic for Digesting Tech Sector Volatility
Quick Views Technology Volatility

Long-Term View Best Tonic for Digesting Tech Sector Volatility

Investors maintaining a tech allocation should stay focused on the secular forces behind the sector’s recent impressive financial performance.