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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

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.

Welcome to the New Fed

Welcome to the New Fed

Global Head of Fixed Income Jim Cielinski and Head of US Fixed Income Greg Wilensky outline why new policy actions make it clear that the US Federal Reserve has entered new territory in its commitment to supporting financial markets.

Managing Liquidity Within Fixed Income – Your Questions Answered

Managing Liquidity Within Fixed Income – Your Questions Answered

Jim Cielinski, Global Head of Fixed Income, answers some of the common questions we have received about liquidity within fixed income markets and how we have approached trading and portfolio positioning.

Coronavirus: how sustainable are dividends in Asia?

Coronavirus: how sustainable are dividends in Asia?

In this article, Mike Kerley, Asian equity income portfolio manager, shares his views on whether Asian companies will follow the recently announced dividend cuts in the US, UK and Europe, the reasons for taking a positive view on dividend sustainability in Asia, as well as portfolio positioning amid the coronavirus uncertainty.

Coronavirus: how sustainable are dividends in Asia?

Coronavirus: how sustainable are dividends in Asia?

In this article, Mike Kerley, Asian equity income portfolio manager, shares his views on whether Asian companies will follow the recently announced dividend cuts in the US, UK and Europe, the reasons for taking a positive view on dividend sustainability in Asia, as well as portfolio positioning amid the coronavirus uncertainty.

Credit over equities — coupons over dividends?

Credit over equities — coupons over dividends?

Jenna Barnard, and Nicholas Ware, members of the Strategic Fixed Income Team, share their views on the recent bout of market activity, with large companies accessing the capital markets and the stream of dividend cut announcements in Europe.

Coronavirus and global real estate – a review of Q1 2020

Coronavirus and global real estate – a review of Q1 2020

In this video Guy Barnard, Co-Head of Global Property Equities, discusses how the team has been operating amid the coronavirus lockdown, the effects on the market so far, and explains why no significant portfolio changes have been warranted.

ISG Insight: Too far, too fast – Is it time to add credit?

ISG Insight: Too far, too fast – Is it time to add credit?

The Investment Strategy Group (ISG) brings together investment professionals from across the global fixed income platform and outside, providing a forum for research and debate on the key areas of Fixed Income Asset Allocation and Macro (rates/FX).