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.

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.

Equity Perspectives

Quarterly insight from our Equity team to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

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

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RBA to markets: “We are still here”

RBA to markets: “We are still here”

Portfolio Manager Dan Siluk explains that, despite economic conditions appearing to stabilise throughout much of Australia, the Reserve Bank of Australia felt compelled to recommence bond purchases to establish its credibility with respect to its yield curve control programme.

Fed watch: stealth yield curve control?

Fed watch: stealth yield curve control?

Head of Global Bonds Nick Maroutsos describes the Fed decision in July to hold rates steady as a non-event given that the central bank, through its actions, has already proven its willingness to do whatever it takes to support the US economy during this unprecedented period.

An historic day for Europe
Quick Views Coronavirus

An historic day for Europe

Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the European Union’s landmark coronavirus recovery package, agreed after four days and four nights of negotiations.

Fed Watch: despite high marks, Fed still has issues to resolve

Fed Watch: despite high marks, Fed still has issues to resolve

Co-Head of Global Bonds Nick Maroutsos gives the US Federal Reserve high marks for ensuring properly functioning financial markets but believes that work still needs to be done to support households and small businesses most vulnerable to the economic disruptions caused by the COVID-19 pandemic.

Quick view: the MPC maintains its stance

Quick view: the MPC maintains its stance

Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, responds to the MPC’s dovish view on prospects for the UK economy, although risks remain skewed to the downside.

Warning signs ahead for indebted companies: what are the investment implications?

Warning signs ahead for indebted companies: what are the investment implications?

With many companies facing concerns over liquidity and debt as lockdowns continue, is there a way to distinguish between the winners and losers? Luke Newman, UK equities portfolio manager, gives his thoughts on the opportunities and risks for both long and short investors.

La crise pétrolière déclenche une consolidation du marché

La crise pétrolière déclenche une consolidation du marché

Paul O’Connor, responsable de l’équipe Multi-Asset basée au Royaume-Uni, analyse les perspectives des actions et des autres actifs risqués alors que les prix négatifs du pétrole remettent en cause le rebond récent en forme de V des marchés.

Staying active through uncertainty
Quick Views Coronavirus

Staying active through uncertainty

Portfolio Manager Marc Pinto discusses the importance of staying active to navigate the downturn and position for an eventual recovery.

Conserver une gestion active malgré les incertitudes
Quick Views Coronavirus

Conserver une gestion active malgré les incertitudes

Marc Pinto, gérant de portefeuille de l’équipe Janus Henderson Balanced, explique pourquoi il est important de conserver une gestion active pour faire face au ralentissement économique et se positionner en vue d’une reprise potentielle.

Fed Watch: the Fed’s third emergency meeting

Fed Watch: the Fed’s third emergency meeting

Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s (Fed) latest efforts to ease financial conditions and why he believes the outlook for financial markets now depends on fiscal policy.

Navigating volatility in fast-evolving markets

Navigating volatility in fast-evolving markets

As the coronavirus-induced economic dislocation becomes more profound, Nick Maroutsos, Co-Head of Global Bonds, discusses positioning within the Absolute Return Income Strategy.

Balanced strategy: keeping to the process
Quick Views Coronavirus

Balanced strategy: keeping to the process

In this video, Marc Pinto, Portfolio Manager on the Janus Henderson Balanced team, reiterates the flexibility and defensive focus of the strategy, giving a broad overview of recent moves towards higher-quality holdings, and readiness to re-evaluate positioning should market conditions change.