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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Tell Tail Signs: With the World Distracted, Options Markets Sniffing Signs of Inflation

Tell Tail Signs: With the World Distracted, Options Markets Sniffing Signs of 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.

Mid-Year Market GPS: When it Comes to Stocks, Trade Rules

Mid-Year Market GPS: When it Comes to Stocks, Trade Rules

Why Portfolio Manager George Maris is keeping a sharp eye on trade disputes in the second half of 2019.

Perkins CIO Outlook:The Booming U.S. Stock Market … Will It Last?

Perkins CIO Outlook:The Booming U.S. Stock Market … Will It Last?

Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.

Perkins CIO Outlook:The Booming U.S. Stock Market … Will It Last?

Perkins CIO Outlook:The Booming U.S. Stock Market … Will It Last?

Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.

Tell Tail Signs: The Twilight of Accommodative Monetary Policy’s Efficacy

Tell Tail Signs: The Twilight of Accommodative Monetary Policy’s Efficacy

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.

Have We Returned to a Goldilocks Economy?

Have We Returned to a Goldilocks Economy?

Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.

Fed Pivot Slows Advent of Cycle’s End

Fed Pivot Slows Advent of Cycle’s End

The U.S. Fixed Income team discusses how the Fed’s newfound patience could help stabilize the U.S. economy and extend the economic and credit cycles.

Combating Bond Market Volatility with Global Diversification

Combating Bond Market Volatility with Global Diversification

Co-Head of Global Bonds Nick Maroutsos explains why investors should be mindful of where they hold duration exposure in light of a flattening yield curve.

Sector Spotlight: Food and Beverage

Sector Spotlight: Food and Beverage

Shifting consumer habits are shaking up the food and beverage industry, creating the need for a selective approach when owning these traditionally defensive names.

How Did They Miss it? Central Bankers and the Global Economic Downturn

How Did They Miss it? Central Bankers and the Global Economic Downturn

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong footed on economic growth in their countries and around the globe.

Tell Tail Signs: Any More Catalysts for Risk Assets?

Tell Tail Signs: Any More Catalysts for Risk Assets?

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.

Tell Tail Signs: Thank You, Fed – At Least For Now …

Tell Tail Signs: Thank You, Fed – At Least For Now …

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.