To US Financial Professionals servicing non-US persons

Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

LATEST INSIGHTS

Inflation: is that it?
Investment Viewpoints

Inflation: is that it?

John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors, which in his opinion, indicate that current inflation is much more cyclical than structural.

Cracks in the Credit Cycle
Investment Viewpoints

Cracks in the Credit Cycle

Portfolio Managers Darrell Watters and Mike Keough identify signs that the credit cycle has turned and highlight what to watch in the year ahead.

Strategic Fixed Income: end of the cycle… are we there yet?
Investment Viewpoints

Strategic Fixed Income: end of the cycle… are we there yet?

With the markets finally coming round to the idea of the late-cycle stage in the economies, John Pattullo and Jenna Barnard, Co-Heads of Strategic Fixed Income, share their thoughts on the subject, expanding on the risks and opportunities arising from this theme in 2019.

US equities and bonds – Investing in a shifting landscape

US equities and bonds – Investing in a shifting landscape

Impressed by the resilience of the markets, portfolio manager Marc Pinto explains why he believes that investors should not be deterred by higher volatility, given the favorable backdrop for equities. Meanwhile, Darrell Watters, Head of US Fundamental Fixed Income, expects a difficult environment for credit markets.

EM equities: less popular markets offer long-term opportunities

EM equities: less popular markets offer long-term opportunities

Glen Finegan, Head of Global Emerging Market Equities, believes that less popular markets such as South Africa offer better value than many Asian opportunities.

Amazon’s customer focus and investing for long-term growth should pay off

Amazon’s customer focus and investing for long-term growth should pay off

Alison Porter, Global Technology equities portfolio manager, comments on Amazon’s most recent quarterly results, which continue to demonstrate the company’s strong position in its cloud infrastructure and paid subscription businesses, as well as growth opportunities in other areas such as advertising.

Australia, Canada and Sweden: save the last dance for me

Australia, Canada and Sweden: save the last dance for me

Jenna Barnard, Co-Head of Strategic Fixed Income at Janus Henderson Investors, explains the rationale for positioning around the team’s ‘divergent economies and monetary policies’ core theme.

The alternative view – storing cash
Global Perspectives

The alternative view – storing cash

​Aneet Chachra and Steve Cain, Portfolio Managers within the Diversified Alternatives team at Janus Henderson, look at the maturity profiles on Treasuries compared with their ‘risk of loss’ history to reach conclusions about where value might lie within shorter maturities.

Quick view: Amazon takes on healthcare
Quick Views

Quick view: Amazon takes on healthcare

Rich Carney, Healthcare Services Analyst with the US-based Janus Henderson Healthcare Sector Team, responds to news that Amazon, Berkshire Hathaway, and JPMorgan Chase plan to form an independent healthcare company to lower costs for their employees.

EM equities: notes from the road in China
Global Perspectives

EM equities: notes from the road in China

​Stephen Deane, Portfolio Manager on the Janus Henderson Global Emerging Market (GEM) Equities Team, recently visited China. Within this article and video Stephen shares his observations on the companies he met, as well the broader opportunities, risks and culture he experienced on the trip.

Quick view: healthcare – Amazon’s next disruption target?
Quick Views

Quick view: healthcare – Amazon’s next disruption target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.

Quick view: healthcare – Amazon’s next disruption target?
Quick Views

Quick view: healthcare – Amazon’s next disruption target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.