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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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.

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.

Investors Perhaps Too Enthusiastic About Future Fiscal Stimulus

Investors Perhaps Too Enthusiastic About Future Fiscal Stimulus

Why we believe a disappointing fiscal response could shatter market expectations – and with them, this historic equities rally.

Awaiting a Return to Rationality in SMID-Cap Growth

Awaiting a Return to Rationality in SMID-Cap Growth

Observing recent trends in the small- and mid-cap space, where money-losing companies have consistently outperformed profitable businesses.

Keep the Seat Belts Fastened

Keep the Seat Belts Fastened

Gauging the potential for a sustained cross-asset recovery as the world adapts to a new paradigm where COVID-19 remains a persistent risk factor.

The Shape of Credit

The Shape of Credit

A look at factors shaping credit markets, from central bank support to potential resilience from financials.

The COVID-19 Recession: Sharp but Short?

The COVID-19 Recession: Sharp but Short?

Why the economic impact from COVID-19 could end up being one of the sharpest but also one of the shortest recessions on record.

The Big Rotation

The Big Rotation

An explanation of the market’s dramatic gains in recent weeks and factors that need to be in place to sustain a V-shaped recovery.

Making sense of equities in 2020

Making sense of equities in 2020

George Maris, Co-Head of Equities – Americas, recaps equity market volatility in 2020 and what investors should consider as the outlook for the global economy remains unclear.

Taking higher-quality risk in core plus bond portfolios

Taking higher-quality risk in core plus bond portfolios

Greg Wilensky, Head of U.S. Fixed Income, discusses the importance of identifying and diversifying risk factors in bond portfolios.

Know What You Own: Small-Cap Investing through a Market Shock

Know What You Own: Small-Cap Investing through a Market Shock

Small-cap company characteristics within an index can vary widely, creating hidden risks.

Equity’s Response to COVID-19: Proceed with Caution

Equity’s Response to COVID-19: Proceed with Caution

Why we believe the recent rally in riskier assets ignores potential headwinds facing the U.S. economy due to lower consumption.