Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets 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.

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 risks and opportunities ahead.

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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.

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.

Fall Harvest: Preparing Portfolios for the Next Season
Quick Views Value Equities

Fall Harvest: Preparing Portfolios for the Next Season

Now may be the time for investors to evaluate their portfolios and prepare for the next season.

Options-Implied Analysis of U.S. Presidential Election
Quick Views Elections

Options-Implied Analysis of U.S. Presidential Election

After the recent party conventions, the options market continues to favor a Biden victory – but does not see his chances of winning increasing.

Bond Markets Channel Their Inner Tubthumping

Bond Markets Channel Their Inner Tubthumping

A reflection on how the lyrics of a pop hit from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.

Investors: Step Back from the Market’s Edge

Investors: Step Back from the Market’s Edge

Current market extremes present shifting reward-to-risk opportunities.

Health Care Gains an Edge

Health Care Gains an Edge

How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.

A Superfluous Tweak to the Fed’s Mandate

A Superfluous Tweak to the Fed’s Mandate

Despite a shift in policy, the Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.

The Regulatory and Policy Landscape for Big Tech

The Regulatory and Policy Landscape for Big Tech

Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?

Japanification: Europe First and Now the U.S.

Japanification: Europe First and Now the U.S.

The Federal Reserve’s actions during the COVID-19 crisis have led to an almost idyllic environment to invest in corporate bonds.

First In, First Out of COVID: How Has China Fared?
Quick Views China Coronavirus

First In, First Out of COVID: How Has China Fared?

A discussion of the main highlights for investors in China stocks over the first half of the year and the outlook for the rest of 2020.