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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High-Yield Bonds: Looking Under the Hood
Quick Views Annual Outlook Credit

High-Yield Bonds: Looking Under the Hood

Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.

Strategic Fixed Income: A More Fertile Environment for Bond Returns
Quick Views Annual Outlook Credit

Strategic Fixed Income: A More Fertile Environment for Bond Returns

Jenna Barnard and John Pattullo believe developed market government bonds have a surprise in store in 2022.

The Return of Inflation: What it Could Mean for Markets and the Economy

The Return of Inflation: What it Could Mean for Markets and the Economy

Investors should be mindful of how the future path of inflation can impact the economy, policy and financial markets.

Tapering Without the Tantrum
Quick Views Credit Interest rates

Tapering Without the Tantrum

Why the Fed tapering its MBS purchases should go smoother than last time.

A Balancing Act for Monetary Policy – and Bond Investors
Quick Views Interest rates

A Balancing Act for Monetary Policy – and Bond Investors

Global bond markets face a period of transition, driven by inflation concerns and shifting monetary policy.

We Can’t Afford a COP-Out 26

We Can’t Afford a COP-Out 26

Adrienn Sarandi, Head of ESG Strategy & Development, outlines the commitments she believes need to be made to deem the COP26 a success in the fight against global warming.

China’s Three Cs: COVID, Consumption and Credit
Quick Views China Coronavirus Credit

China’s Three Cs: COVID, Consumption and Credit

How policies enacted by China’s government toward COVID-19, consumption and credit are likely to shape China’s near-term trajectory.

China’s three Cs: COVID, consumption and credit

China’s three Cs: COVID, consumption and credit

Jennifer James, emerging market credit portfolio manager, considers how policies enacted by China’s government towards COVID, consumption and credit are likely to shape China’s near-term trajectory.

The Growing Importance of Active Management in Sustainable Investing

The Growing Importance of Active Management in Sustainable Investing

A discussion of the potential benefits that can be realized in returns, risk management and the ability to influence companies’ sustainability practices through active engagement.

Introducing Impact Investing at Janus Henderson

Introducing Impact Investing at Janus Henderson

Defining impact investing, why it is important, and why we are passionate about it.

The Return of Multiplicity

The Return of Multiplicity

A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.

Looking to sustainability for opportunity

Looking to sustainability for opportunity

Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.