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.

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Investment Roundtable: Views on the Global Economic Outlook

Investment Roundtable: Views on the Global Economic Outlook

Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.

Navigating Rate Uncertainty with Agency MBS
Quick Views Interest Rates

Navigating Rate Uncertainty with Agency MBS

Mortgage-backed securities, an often-overlooked component of traditional fixed income, may help investors better navigate uncertain rates markets.

Bond Markets at Inflection Point as Economic Outlook Remains Unknown
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Bond Markets at Inflection Point as Economic Outlook Remains Unknown

Co-Head of Strategic Fixed Income Jenna Barnard explains why she feels bond markets are at a critical inflection point.

Quest for Yield Means Making Cash Work Harder
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Quest for Yield Means Making Cash Work Harder

Portfolio Manager Dan Siluk discusses the challenges of generating positive yield amid falling rates and economic uncertainty.

Topical Questions Amid a More Political Economy
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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.

Lower Rates Create Opportunities in Today’s Mortgage Market
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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)
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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.

Inflation Risks in a Distracted Market

Inflation Risks in a Distracted Market

As investors focus on the slowing global economy, options markets are warning of another risk that may be flying under the radar: inflation.

Attaching a Price to Bond Market Liquidity

Attaching a Price to Bond Market Liquidity

With rates low and markets volatile, investors may need to expand their toolkit to reach return objectives.