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.

LATEST INSIGHTS

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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.

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.

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.

Global Perspectives: Why Low Rates Are Here to Stay

Global Perspectives: Why Low Rates Are Here to Stay

A discussion covering the COVID-19 crisis, global credit, inflation trends, fool’s yield and false summits, among other topics.

RBA to Markets: “We are Still Here”

RBA to Markets: “We are Still Here”

Dan Siluk’s insight on why the Reserve Bank of Australia has chosen now to reenter markets with the aim of keeping interest rates at its designated target.

Fed Update: Stealth Yield Curve Control?

Fed Update: Stealth Yield Curve Control?

Nick Maroutsos comments on how the Fed, in sticking to its script of accommodative policy, has let financial markets know that it means business in supporting the economy.

So … What About Inflation?

So … What About Inflation?

Why we feel it is important not to confuse shorter-term cyclical inflation with longer-term structural factors.

Despite High Marks, Fed Still Has Issues to Resolve

Despite High Marks, Fed Still Has Issues to Resolve

Why we believe the Fed must place greater emphasis on channeling accommodative policy to the backbone of the real economy: households and small businesses.

Beyond the Nadir: What’s Next for Fixed Income

Beyond the Nadir: What’s Next for Fixed Income

Little more than two months after global markets dramatically sold off on worries over COVID-19, have fixed income markets returned to “normal”?

A negative fed funds rate: not yet willing – or needing – to go “there”

A negative fed funds rate: not yet willing – or needing – to go “there”

Co-Head of Global Bonds Nick Maroutsos states that even without negative interest rates, bond portfolios must work harder to achieve desired results.

Fixed Income Update: Credit Markets, Government Bonds and Inflation

Fixed Income Update: Credit Markets, Government Bonds and Inflation

An update on the tsunami of new issuance in credit markets, plus our views on inflation.

Keep an Eye on the Real Economy

Keep an Eye on the Real Economy

Why financial markets should ultimately be focused on the outlook for households in consumption-driven economies like the U.S.