For Institutional Investors in the US
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
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.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
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.
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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.
Investors can no longer rely on “rising tides” lifting broad indices to deliver equity returns.
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.
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.
Finding opportunities in the current bond environment.
Recent adjustments to tech sector regulations in China do not diminish the secular themes behind these companies’ earnings growth.
Shedding some positive light on the latest IPCC Report, which outlines the harsh reality of the current state of the climate.
While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.
Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.
A novel approach representing a material departure from past enhanced index strategies
Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.
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.