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

Subscribe for relevant insights delivered straight to your inbox

From Fast Food to Fitness: The Rise of Whole Business Securitizations (WBS)
Quick Views Credit

From Fast Food to Fitness: The Rise of Whole Business Securitizations (WBS)

Portfolio Manager John Kerschner comments on the emerging WBS market and its potential opportunities for bond investors.

Tell Tail Signs: Options Markets Still Sniffing Inflation

Tell Tail Signs: Options Markets Still Sniffing Inflation

Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.

Topical Questions Amid a More Political Economy
Quick Views Interest Rates

Topical Questions Amid a More Political Economy

Nick Maroutsos, Co-Head of Global Bonds, discusses how the macroeconomic landscape is shaping his team’s investment decision-making.

Challenging Environment Calls for Defensive Approach in Equities
Quick Views Value Equities

Challenging Environment Calls for Defensive Approach in Equities

Portfolio Manager Justin Tugman says slowing growth and rising multiples are making for a difficult investment environment. In his opinion, equities remain attractive, but investors should consider a defensive approach.

Catching Falling Angels: Finding Opportunities in Crossover Credit
Quick Views Credit

Catching Falling Angels: Finding Opportunities in Crossover Credit

A growing segment of BBB rated securities are priced to fall into the high-yield market, which could present opportunities for high-yield investors.

Lower Rates Create Opportunities in Today’s Mortgage Market
Quick Views Interest Rates

Lower Rates Create Opportunities in Today’s Mortgage Market

Low mortgage rates have sparked a refinancing wave that could create opportunities for investors in mortgage-backed securities.

ECB: Super Mario Bros. 2 (Kitchen Sink Edition)
Quick Views Interest Rates

ECB: Super Mario Bros. 2 (Kitchen Sink Edition)

Andrew Mulliner, CFA, a Global Bonds Portfolio Manager, reflects on the European Central Bank’s decision to cut rates and bring back quantitative easing.

Taking a Balanced Approach to Investing in Cancer Therapy
Quick Views Healthcare

Taking a Balanced Approach to Investing in Cancer Therapy

There’s more than one way to gain exposure to advances in oncology, say Andy Acker, Dan Lyons and Luyi Guo of the Global Life Sciences Team.

Don’t Let the Trade Wars Detract from Asia’s Structural Growth Story
Quick Views China

Don’t Let the Trade Wars Detract from Asia’s Structural Growth Story

Andrew Gillan, Head of Asia ex Japan Equities, explains why investors should focus on Asia’s long-term structural growth story.

Invest for Retirement – Even if You Got a Late Start

Invest for Retirement – Even if You Got a Late Start

Savvy strategies to employ if you got a late start to investing for retirement.

Riding the Wave: A Look at the Economic Business Cycle
Global Perspectives

Riding the Wave: A Look at the Economic Business Cycle

Economies typically have periodic ups and downs. These fluctuations, called an economy’s “business cycle,” follow patterns. The full business cycle has six phases, each with distinct characteristics.

The Importance of Being Active: Why Passive Exposure in High Yield Is Not Enough
Quick Views Credit

The Importance of Being Active: Why Passive Exposure in High Yield Is Not Enough

The U.S. high-yield market’s relatively flat return last month obscured significant divergence of returns within the index, highlighting the value of active management.