Global Perspectives

Market GPS Investment Outlook 2020

What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.

Global Fixed Income Compass

Quarterly insight from our fixed income 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.

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Global technology 2020 outlook

Global technology 2020 outlook

Global Technology Portfolio Manager Denny Fish explains positive near-term developments for the tech sector and provides an update on how artificial intelligence, the cloud and the Internet of Things are reshaping the technology sector, and the global economy in the process.

Intech outlook: Harnessing volatility in 2020

Intech outlook: Harnessing volatility in 2020

Can investors take advantage of heightened market volatility to generate returns in 2020? David Schofield, President of Intech’s international division, gives his thoughts on the prospects for Intech’s strategies over the next few months.

Navigating market overshoots

Navigating market overshoots

Jay Sivapalan, Co-Head of Australian Fixed Interest at Janus Henderson Investors, brings the team’s investment philosophy to life, describing how they capitalise on market inefficiencies.

Global prospects 2020: a game of two halves

Global prospects 2020: a game of two halves

Andrew Mulliner, Portfolio Manager within Global bonds, believes that 2020 will prove to be a year of two halves with a rosier outlook likely later in the year. He cautions, however, that attractive opportunities might be harder to come by given downside risks such as a re-escalation of trade wars and uncertainty from the US elections.

Market GPS: Trade and interest rates hold keys to economy in 2020

Market GPS: Trade and interest rates hold keys to economy in 2020

Portfolio Manager John Fujiwara explains why he believes conditions are ripe for a rotation toward previously out-of-favour value and cyclical stocks and why he expects the shape of the yield curve to hold significant clues about the state of the economy.

High stock valuations demand a focus on quality in 2020

High stock valuations demand a focus on quality in 2020

Late in the market cycle, Greg Kolb, Chief Investment Officer for Perkins Investment Management (a subsidiary of Janus Henderson), shares why he thinks investors would do well to focus on high-quality value or cyclical stocks, particularly outside the US.

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Australian economic view – January 2020

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

Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?

Will 2019 be considered the last hurrah? Could 2020 mark the beginning of a new era of volatility for global markets? David Elms, Head of Diversified Alternatives, gives some insight into where he sees the most attractive areas of opportunity, and what this might mean for investors.

2020 outlook: Australian Fixed Interest

2020 outlook: Australian Fixed Interest

Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors, discusses the themes that shaped 2019 and the key trends to watch for in 2020.

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Managing income expectations in a low yield environment

Managing income expectations in a low yield environment

With negative yielding bonds peaking at more than US$17 trillion, Shan Kwee, Portfolio Manager – Credit at Janus Henderson Investors, discusses why fixed interest investors need to carefully weigh up the risks of preserving their levels of income.

Will BHP’s ‘Social Value’ translate to value for shareholders?

Will BHP’s ‘Social Value’ translate to value for shareholders?

Tim Gerrard, Portfolio Manager in Janus Henderson Investors’ Global Natural Resources Team, outlines BHP’s shift to ‘Social Value’ and the possible implications for the company amid growing demand for ESG leadership.

2020 outlook: Global natural resources

2020 outlook: Global natural resources

Daniel Sullivan, Head of Global Natural Resources at Janus Henderson Investors, discusses the three key themes he sees as likely to shape the outlook for resources in 2020.