For Individual 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 Emerging Markets Index

Perspectives and insights on Mexico, Central America and the Caribbean, and South America.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

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Global Perspectives: How Much Is Stagflation a Concern for REITs?

Global Perspectives: How Much Is Stagflation a Concern for REITs?

Views on the impact of stagflation concerns, rising rates and higher input costs on the real estate investment trusts (REITs) sector.

Five questions fixed income investors are asking in 2022

Five questions fixed income investors are asking in 2022

Our fixed income teams consider monetary policy-related conundrums and where, outside of policy, they see opportunities and risks for investors.

Research in Action: Tech’s Mega Themes Show No Signs of Slowing

Research in Action: Tech’s Mega Themes Show No Signs of Slowing

Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.

Opposing Forces

Opposing Forces

A look at potential economic outcomes as central banks seek to maintain growth while stamping on inflation.

Caution Merited in an Increasingly Uncertain Market

Caution Merited in an Increasingly Uncertain Market

Bond investors should exercise caution as accelerating inflation has increased the risk of policy error.

Biodiversity Loss: The Other Systemic Crisis

Biodiversity Loss: The Other Systemic Crisis

In this new series of primers we examine key sustainability challenges that humanity is facing.

Sovereign Debt Levels Hit New Records in 2021
Quick Views Macroeconomics

Sovereign Debt Levels Hit New Records in 2021

Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to $65.4 trillion in 2021.

Equity Income Investing: Key Market Drivers

Equity Income Investing: Key Market Drivers

Key market drivers from the first quarter and key themes to watch going forward.

The Fog of War: A Multi-Asset View

The Fog of War: A Multi-Asset View

The prospects for financial markets as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.

Global Stocks Provide Clues to Accelerating Inflation

Global Stocks Provide Clues to Accelerating Inflation

Equity market signals and economic data indicate U.S. consumers are tolerating higher energy prices – for now.

One Down, Three to Go
Quick Views Volatility

One Down, Three to Go

Updated strategist predictions for 2022 and a look at the relationship between first quarter and rest of year returns.