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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Coronavirus: does it change the outlook for Chinese equities?

Coronavirus: does it change the outlook for Chinese equities?

Charlie Awdry, China Equities Portfolio Manager, shares his views on the current coronavirus outbreak, its impact and the implications for portfolio positioning.

Expected drawdowns – How much money should I lose?

Expected drawdowns – How much money should I lose?

Can historical and simulated data provide some guidance to what scale of asset price swings investors could expect over time? In this article Portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, address the value of drawdown probabilities in helping to calibrate our expectations of price moves.

The six big trends in global agriculture

The six big trends in global agriculture

Tim Gerrard, Portfolio Manager in the Janus Henderson Global Natural Resources Team, highlights the key trends shaping the global agricultural sector.

2020 vision — clearer opportunities within European secured loans

2020 vision — clearer opportunities within European secured loans

Elissa Johnson and Oliver Bardot from the Secured Loans Team, evaluate risks and opportunities in the European loans market in 2020 and how they might impact their portfolios.

Global Natural Resources Fund Q&A – Q1 2020

Global Natural Resources Fund Q&A – Q1 2020

Jordan Tang, Head of Retail Distribution, interviews Daniel Sullivan, Head of Global Natural Resources, about the previous decade in resources and the outlook ahead for the mining, energy and agriculture subsectors.

Australian economic view – February 2020

Australian economic view – February 2020

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

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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

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.

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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.