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

Liquidity crisis begins to heal — Strategic Fixed Income view

Liquidity crisis begins to heal — Strategic Fixed Income view

The coronavirus crisis continues to impact economies and markets but the liquidity crisis is seemingly beginning to heal. Jenna Barnard, Co-Head of Strategic Fixed Income, shares her views on the latest developments and explains why the team favour investment grade bonds now and how they are less bullish on government bonds going forward.

Same but different: high yield investing amid the crisis

Same but different: high yield investing amid the crisis

Speaking directly from home, Tom Ross, Credit Portfolio Manager, explains how in an unprecedented crisis they are remaining true to their process within high yield investing but recognise that some things need to be done differently.

Corporate bonds: from reassuringly expensive to scary cheap?

Corporate bonds: from reassuringly expensive to scary cheap?

John Pattullo, Co-Head of Strategic Fixed Income, shares how the Strategic Fixed Income Team continue to carry out their day to day jobs successfully, albeit from home, remaining focused on their client outcomes.

High yield bonds: dealing with volatile markets

High yield bonds: dealing with volatile markets

Tom Ross, credit portfolio manager, comments on the crisis gripping markets and how the Corporate Credit team is responding in terms of positioning within the Global High Yield and Euro High Yield strategies.

Coronavirus update from the Strategic Fixed Income Team

Coronavirus update from the Strategic Fixed Income Team

The spread of the coronavirus across the globe and the oil price war have served to highlight the fragility of the global markets and rattled investors. As concerns for the global supply chains and the health of economies grow, Jenna Barnard, Co-Head of the Strategic Fixed Income Team, shares her views, explaining the steps taken in the team’s portfolios that seek to mitigate the risks.

US Fed’s emergency rate cut not a cure for volatility

US Fed’s emergency rate cut not a cure for volatility

The US Federal Reserve’s surprise rate cut reflects the increasing uncertainty the US economy and investors currently face. Jim Cielinski, Global Head of Fixed Income, provides his views on what the highly unusual move means for markets and why he believes investors should remain cautious.

Recent fallen angels — a spectre of BBB downgrades to come?
Quick Views Credit

Recent fallen angels — a spectre of BBB downgrades to come?

Tom Ross, corporate credit portfolio manager, shares his views on fears of a surge in fallen angel bonds in 2020.

Reflecting on coronavirus’ impact on bond markets

Reflecting on coronavirus’ impact on bond markets

Co-Head of Global Credit Research and Portfolio Manager, John Lloyd, discusses the large moves yesterday (Monday 24 February, when the video was recorded) in many fixed income markets due to heightened coronavirus concerns and outlines the benefit of active management amid the volatility.

Multi-Sector Income: do credit ratings obscure risk and deter opportunities?

Multi-Sector Income: do credit ratings obscure risk and deter opportunities?

In this video, Multi-Sector Income portfolio managers John Lloyd and Seth Meyer, discuss why credit ratings may not be an accurate reflection of risk and could obscure opportunities for active managers to capitalise on.

Strategic Fixed Income outlook 2020 — no reflation without a soft dollar

Strategic Fixed Income outlook 2020 — no reflation without a soft dollar

Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, share their thoughts on bond markets in the coming year; where they see risks and opportunities and where they look for clues.