Global Perspectives

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 team 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.

Fixed Income Perspectives

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

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Australian economic view – March 2019

Australian economic view – March 2019

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

EM equities: positioning and opportunities (Q1 2019 update)

EM equities: positioning and opportunities (Q1 2019 update)

The Janus Henderson Global Emerging Market Equities Team provides an update on the Janus Henderson Global Emerging Market Equities Strategy, covering performance, investment activity, portfolio positioning and their outlook for the asset class.

Australian economic view – February 2019

Australian economic view – February 2019

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

The end of US rate hikes?

The end of US rate hikes?

Nick Maroutsos, Co-Head of Global Bonds, argues why the US Federal Reserve has likely hit the pause button on future rate hikes.

Quick view: Brexit ball in the EU’s court
Quick Views

Quick view: Brexit ball in the EU’s court

The UK parliament voted on several amendments to the Brexit withdrawal agreement yesterday — only two were passed. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the votes and the implications for the next round of negotiations on Brexit.

The end of U.S. rate hikes?

The Federal Reserve held its benchmark rate steady and said it would take a wait-and-see approach to future rate hikes. Co-Head of Global Bonds Nick Maroutsos believes the central bank’s decision likely signals the end of the tightening cycle in the US.

Quick view: hard to see a straight path to a final Brexit deal
Quick Views

Quick view: hard to see a straight path to a final Brexit deal

In an historic defeat for the UK government, the Prime Minister’s Brexit deal was rejected by a margin of 432 to 202 on 15 January 2019. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the vote.

Quick view: Brexit vote
Quick Views

Quick view: Brexit vote

​Ben Lofthouse, Head of Global Equity Income, provides his thoughts on the vote on Brexit by members of Parliament and the impact of the uncertainty that surrounds the UK’s future relationship with the European Union.

Australian economic view – January 2019

Australian economic view – January 2019

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

2019 outlook: Australian fixed interest
Global Perspectives

2019 outlook: Australian fixed interest

Jay Sivapalan, Head of Australian Fixed Interest, discusses the key themes, risks and opportunities for Australian fixed interest in 2019.

Rio Tinto’s mining sector disruption

Rio Tinto’s mining sector disruption

Tim Gerrard, Portfolio Manager in Janus Henderson’s Global Natural Resources Team, discusses how Rio Tinto’s emphasis on technology and world-first innovation is redefining mining operations.

Delivery and healthcare: Amazon continues to invest in long-term opportunities
Mega Trends

Delivery and healthcare: Amazon continues to invest in long-term opportunities

​Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.