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.

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.

Latest Insights

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UK economic weakness masked by government spending surge
Global Perspectives

UK economic weakness masked by government spending surge

UK GDP grew by a slightly firmer than expected 1.4% in 2019 as a whole but the expenditure breakdown gives little cause for celebration.

OECD leading indicators: fade the pick-up
Global Perspectives

OECD leading indicators: fade the pick-up

The OECD’s leading indicators continued to recover in December but the signal should be discounted.

Has the virus shock improved monetary prospects?
Global Perspectives China

Has the virus shock improved monetary prospects?

The global manufacturing PMI new orders index reached a 13-month high in January but narrow money trends suggested that it was on course to peak around April and relapse into mid-year.

Chinese PMI softening before virus hit
Global Perspectives China

Chinese PMI softening before virus hit

Chinese recovery hopes were boosted by a rise in the Markit manufacturing PMI to a 35-month high in November.

Market GPS Investment Outlook 2020
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.

Is US monetary strength reversing?
Global Perspectives

Is US monetary strength reversing?

US money growth, on a range of measures, picked up significantly during H2 2019.

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UK employment rise no obstacle to rate cut
Global Perspectives

UK employment rise no obstacle to rate cut

UK rate cut sceptics argue that a rise of 135.000, or 0.5%, in the number of employees in the three months to November from the prior three months signals a strong labour market and will give MPC doves a reason to climb down.

Chinese firms less downbeat on credit conditions

A fall in Chinese money growth during H2 2019, especially in real terms, suggests that the economy will remain weak through H1 2020.

Early 2020 money data key for global outlook
Global Perspectives China

Early 2020 money data key for global outlook

Six-month growth of global (i.e. G7 plus E7) real narrow money is estimated to have been unchanged at 2.4% (not annualised) in December, based on monetary data covering 70% of the aggregate and near-complete CPI inflation data.

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Chinese nominal GDP confusion: slowdown confirmed
Global Perspectives China

Chinese nominal GDP confusion: slowdown confirmed

The Chinese GDP numbers released on Friday appeared to show a strong pick-up in nominal growth in Q4.

Is China recovering?
Global Perspectives China

Is China recovering?

Chinese official activity data for December mostly surprised positively, echoing an earlier PMI revival.

UK inflation slump piles pressure on tardy MPC
Global Perspectives

UK inflation slump piles pressure on tardy MPC

The forecast here a year ago was that the MPC would cut Bank rate to 0.5% during 2019.