Making Sense of the 2020 U.S. Election: Insights on the potential market impact and investment implications of the 2020 U.S. presidential race.

Global Perspectives

Fixed Income Perspectives

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

Equity Perspectives

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

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.

Latest Insights

COVID and tech: what have we learned as investors?

COVID and tech: what have we learned as investors?

In this video, Denny Fish, Global Technology & Innovation Portfolio Manager, shares his thoughts on how COVID has impacted technology and the key considerations as an investor in the sector.

Abenomics: more arrows in the quiver?

Abenomics: more arrows in the quiver?

In this Q&A, Junichi Inoue, Head of Japanese Equities and Japanese Opportunities Portfolio Manager, discusses the impact of Abenomics and the possibility of its continuation, as well as the implications of COVID on Japanese stocks.

Are we entering the next commodities supercycle?

Are we entering the next commodities supercycle?

Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, discusses the factors pointing to a potential multi-year supercycle for commodities and what this means for the opportunity in resources equities.

Election insights: health care gains an edge

Election insights: health care gains an edge

How COVID-19 is shifting the discourse around health care during the 2020 U.S. election.

The regulatory and policy landscape for big tech

The regulatory and policy landscape for big tech

Large tech companies face a shifting regulatory and geopolitical landscape; is it possible for potential policy changes to slow the sector’s strong run?

Innovation and government aid propel COVID-19 vaccines, biotech sector

Innovation and government aid propel COVID-19 vaccines, biotech sector

New technology and government funding are helping accelerate COVID-19 vaccine development, with potential benefits for the biotech sector over the long term.

First in first out of COVID, how has China fared?

First in first out of COVID, how has China fared?

May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year, the implications on portfolio performance and the outlook for the rest of the year.

ESG in COVID times: doing the REIT thing

ESG in COVID times: doing the REIT thing

The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.

What will it take to sustain the budding market recovery?
Quick Views Coronavirus

What will it take to sustain the budding market recovery?

The elements that have fueled the market recovery and the factors that can help to sustain it.

A more stable outlook for the European high-yield market

A more stable outlook for the European high-yield market

In this video, Corporate Credit Portfolio Manager Tom Ross discusses the outlook for the European high-yield market and why he expects it to be relatively stable in the months ahead.

Asia for dividends: comparatively resilient

Asia for dividends: comparatively resilient

In this video Mike Kerley, Asian income equities portfolio manager, provides a review of Asia Pacific ex Japan markets, discusses favoured and avoided markets and the reasons why he expects the region’s dividends to prove resilient.

Global Sustainable Equity: news and opportunities (July 2020)

Global Sustainable Equity: news and opportunities (July 2020)

Hamish Chamberlayne, Head of Global Sustainable Equities, explores the most recent developments in the world of sustainability as we begin to emerge from the COVID crisis.