For Institutional Investors in the US

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

LATEST INSIGHTS

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Beating the Biotech Blues
Quick Views Healthcare

Beating the Biotech Blues

The sector is experiencing its worst period of relative underperformance on record. But some of history’s biggest biotech pains have been followed by memorable gains.

With Early-Cycle Behind Us, Securities Must Stand on Own Merits
Quick Views Coronavirus

With Early-Cycle Behind Us, Securities Must Stand on Own Merits

Investors can no longer rely on “rising tides” lifting broad indices to deliver equity returns.

A Strong Dividend Recovery Is Underway
Quick Views Dividends

A Strong Dividend Recovery Is Underway

The latest edition of the Janus Henderson Global Dividend Index shows that the global dividend recovery began in earnest in the second quarter of 2021.

Transient Inflation: What if the Consensus is Wrong?
Investment Viewpoints

Transient Inflation: What if the Consensus is Wrong?

Suny Park, Head of Institutional Client Strategy, looks at both sides of the inflation debate – assessing evidence that supports transient inflation as well as indicators that point to a higher, sustained level of inflation.

Looking at Bonds Through a Glass Half Full

Looking at Bonds Through a Glass Half Full

Finding opportunities in the current bond environment.

China Tech Sector: Evolving Regulations, Same Compelling Themes
Quick Views China Technology

China Tech Sector: Evolving Regulations, Same Compelling Themes

Recent adjustments to tech sector regulations in China do not diminish the secular themes behind these companies’ earnings growth.

Climate Emergency but the Investment Industry Can Make a Difference

Climate Emergency but the Investment Industry Can Make a Difference

Shedding some positive light on the latest IPCC Report, which outlines the harsh reality of the current state of the climate.

Growth in the Next Phase of Recovery

Growth in the Next Phase of Recovery

While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.

Global Perspectives: The Case for REITs in the Economic Recovery

Global Perspectives: The Case for REITs in the Economic Recovery

Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.

Enhancing Beta Returns via Disintermediation Alphas

Enhancing Beta Returns via Disintermediation Alphas

A novel approach representing a material departure from past enhanced index strategies

Global Technology Outlook: Prioritizing Company Fundamentals
Quick Views Technology

Global Technology Outlook: Prioritizing Company Fundamentals

Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.

ISG Insight: Thriving in the Bond Market

ISG Insight: Thriving in the Bond Market

With macro and microeconomic fundamentals improving and corporate bonds priced for this to continue, we explore what could go wrong and how fixed income markets might respond.