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.

Global Fixed Income Compass

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

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Finding value in bonds amid negative rates

Finding value in bonds amid negative rates

Jim Cielinski, Global Head of Fixed Income, provides his perspective on key macroeconomic factors driving fixed income markets.

Demographics reshape the real estate landscape

Demographics reshape the real estate landscape

In this video update Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team explain that, as baby boomers retire and millennials enter the workforce, their changing housing needs and preferences are creating opportunities for companies to meet the demands of these growing population segments.

China still holding back global money growth
Global Perspectives China

China still holding back global money growth

Money and credit trends suggest that Chinese economic momentum will remain weak through H1 2020.

The next phase of tech disruption
Mega Trends North America

The next phase of tech disruption

Jeremiah Buckley, Co-Manager of the Janus Henderson Balanced Fund, and Doug Rao, Co-Manager of the Janus Henderson US Forty Fund, discuss what the next phase of technological disruption may look like, and some of the potential investment implications.

A sharper focus for 2020 on doing well by doing good

A sharper focus for 2020 on doing well by doing good

Janus Henderson Investors’ sustainability spotlight will shine more brightly on companies that make a positive impact via the circular economy. In the third of a series, the Global Sustainable Equity Team reveals how, where and why.

Chinese equities: investing in innovation

Chinese equities: investing in innovation

Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.

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UK rate cut delayed by election
Global Perspectives

UK rate cut delayed by election

Last week’s MPC communications and recent data suggest a cut in Bank rate at the next meeting on 19 December.

Global near-term prospects still weak
Global Perspectives

Global near-term prospects still weak

Optimists cite October manufacturing PMI results as evidence that global economic momentum is rebounding. Such hopes appear premature.

Generating returns in a low rate environment

Generating returns in a low rate environment

In this round-table discussion, Nick Maroutsos, Dan Siluk and Jason England, portfolio managers on the Absolute Return Income strategy, talk candidly about matters affecting markets and how these are influencing their investment decisions.

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Can biotech bounce back?

Can biotech bounce back?

Biotechnology stocks have been suffering a decline for some months. But while the sector faces some challenges, attractive valuations and a rapid pace of medical innovation could become difficult for investors to ignore, says Portfolio Manager Andy Acker.

Property equities: showing resilience amid market uncertainty

Property equities: showing resilience amid market uncertainty

In this video recorded with e-fundresearch.com, Guy Barnard, Co-Head of Global Property Equities, provides an update on the asset class, discusses where his team believes the most attractive investment opportunities lie and shares his current outlook for property equities.

Demystifying ESG: creating a clear investment case

Demystifying ESG: creating a clear investment case

The Global Sustainable Equity team at Janus Henderson Investors explains how investors should approach environmental, social and governance (ESG) factors, to ensure they have a tangible impact on portfolios.