Global Perspectives

Global Snapshot

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at quarter end.

Global Dividend Index

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

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Global Natural Resources Fund Q&A – Q3

Global Natural Resources Fund Q&A – Q3

Jordan Tang, Head of Retail Distribution, interviews Daniel Sullivan, Co-Head of Global Natural Resources, about the Janus Henderson Global Natural Resources Fund.

Global Fixed Interest Total Return Fund Q&A

Global Fixed Interest Total Return Fund Q&A

In this Q&A video, Andrew Mulliner, Portfolio Manager, discusses the Janus Henderson Global Fixed Interest Total Return Fund, the drivers of performance year-to-date, as well as his outlook for fixed interest in response to a number of major trends.

Brexit update – curb your enthusiasm
Quick Views Brexit UK

Brexit update – curb your enthusiasm

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations. 

Bucking the trend – CBA’s well-timed hybrid issue

Ashley Kopczynski, Associate Portfolio Manager – Credit, discusses Commonwealth Bank’s latest hybrid issue and why they are taking advantage of market conditions, breaking with the recent trend of Tier 2 debt issuance from the major banks.

Unquestionably stronger – what TLAC means for investors

Unquestionably stronger – what TLAC means for investors

Ashley Kopczynski, Associate Portfolio Manager – Credit, examines the tension between the RBA and the major banks and how much of the RBA’s 50bps cut in the official cash rate has been passed onto borrowers.

Growth slowing but precipitous drop unlikely
Global Perspectives

Growth slowing but precipitous drop unlikely

Although the current economic expansion is ageing (bringing us nearer to a recession) leading indicators do not indicate a sharp contraction. What could that mean for equity investors? Director of Research Carmel Wellso explains.

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At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. 

We call this ethos Knowledge. Shared

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Australian economic view – September 2019

Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, provides his Australian economic analysis and market outlook.

Quick view: Chinese yuan depreciates to critical level against the US dollar
Quick Views China

Quick view: Chinese yuan depreciates to critical level against the US dollar

Charlie Awdry, Chinese Equities Portfolio Manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.

Australian economic view – August 2019

Australian economic view – August 2019

Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, provides his Australian economic analysis and market outlook.

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Asian Credit: where returns may actually match risk

Asian Credit: where returns may actually match risk

Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.

Downturn implications and a reconvergence of rates

Downturn implications and a reconvergence of rates

​Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.

Global Natural Resources Fund Q&A

Global Natural Resources Fund Q&A

Jordan Tang, Head of Retail Distribution, interviews Daniel Sullivan, Co-Head of Global Natural Resources, about the Janus Henderson Global Natural Resources Fund.