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

Office isn’t the next retail

Office isn’t the next retail

The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?

COVID-19: Understanding the science & investment implications (Part 5)

COVID-19: Understanding the science & investment implications (Part 5)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

Technology for good: supporting the fight against COVID-19

Technology for good: supporting the fight against COVID-19

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.

Trading bonds during a time of ferocity and velocity

Trading bonds during a time of ferocity and velocity

Neil Rayner, Head of US Fixed Income Trading, discusses bond liquidity and the challenge of trading in illiquid markets as the COVID-19 coronavirus spreads.

Bridging the gap: credit markets in the COVID crisis

Bridging the gap: credit markets in the COVID crisis

Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, provide an update on the shape of the recovery in corporate bond markets following the virtual heart attack experienced in March.

Examining the tech sector through the pandemic – and beyond

Examining the tech sector through the pandemic – and beyond

Portfolio manager Denny Fish from the Global Technology and Innovation Team believes that many of the people and businesses who have relied upon technology during the COVID-19 pandemic will continue to do so once the crisis abates.

Credit spreads — from reassuringly expensive to scary cheap, and now: just cheap?

Credit spreads — from reassuringly expensive to scary cheap, and now: just cheap?

John Pattullo, Co-Head of Strategic Fixed Income, believes that over the last month corporate bond spreads have gone from scary cheap to just ‘kind of cheap’ now. As the dust settles in the markets, he remains optimistic that there are opportunities to be had going forwards.

Keep a close eye on the real economy

Keep a close eye on the real economy

Why financial markets should ultimately be focused on the outlook for households in consumption driven economies like the US.

Oil crisis sparks market consolidation

Oil crisis sparks market consolidation

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other risk assets, as negative oil prices put the brakes on the recent V-shaped market recovery.

Are dividends risky business? REITs can offer some sustainability

Are dividends risky business? REITs can offer some sustainability

Pressure to offer rent deferrals during COVID-19 lockdowns could put dividends paid by real estate investment trusts (REITs) at risk. However, it is becoming increasingly evident that some property sectors may be better able to weather the crisis, according to Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team.

Strategic Fixed Income view — credit has been the place to be of late

Strategic Fixed Income view — credit has been the place to be of late

Jenna Barnard, Co-Head of Strategic Fixed Income, remarks on the significant rally in credit markets over the last week, with healthy investment grade issuance volumes and even the US high yield market open for new issues. Support from the authorities trying to help companies avoid default has accelerated the sharp market recovery.

Disruption simply exaggerating existing structural trends – Strategic Fixed Income view

Disruption simply exaggerating existing structural trends – Strategic Fixed Income view

John Pattullo, Co-Head of Strategic Fixed Income, provides a brief update on the team’s current thoughts on the markets and the opportunities they see going forward, while explaining the reasons for their optimism.