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.

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Novo Nordisk: global leader in diabetes care

Novo Nordisk: global leader in diabetes care

​Jamie Ross, Manager of Janus Henderson Pan European Equity Fund, provides a snapshot of the typical analysis undertaken on every company considered for the portfolio. In this case, he explains the rationale behind the inclusion of the Danish pharmaceutical company Novo Nordisk.

Fascinated by income – Euro high yield bonds

Fascinated by income – Euro high yield bonds

As finding income in Europe becomes tougher, high yield bonds, which have historically generated attractive long term total returns, could become an interesting opportunity for investors. Tom Ross and Tim Winstone, Co Managers of the Euro High Yield strategy at Janus Henderson, explore this fascinating asset class.

Essentials: Janus Henderson Horizon Pan European Equity strategy

This ‘Essentials’ video provides an introduction to the actively managed Pan European Equity strategy run by European specialist Jamie Ross.

Strategic Fixed Income: visible signs of a late-cycle world

Strategic Fixed Income: visible signs of a late-cycle world

A concoction of elements all point to the fact that the global economy is now definitively in the late-cycle stage, while narrative fallacies flourish in the markets.

Strategic Fixed Income: end of the cycle… are we there yet?

Strategic Fixed Income: end of the cycle… are we there yet?

With the markets finally coming round to the idea of the late-cycle stage in the economies, John Pattullo and Jenna Barnard, Co-Heads of Strategic Fixed Income, share their thoughts on the subject, expanding on the risks and opportunities arising from this theme in 2019.

Credit selection in a late-cycle environment

Credit selection in a late-cycle environment

​Rebecca Young, Portfolio Manager within the Strategic Fixed Income team, shares her views on the topical issues in credit markets, explaining where she and the team see risks and opportunities.

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At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. 

We call this ethos Knowledge. Shared

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How will ongoing interest rate divergence impact bond markets?

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.

Strategic Fixed Income: the turn of the global liquidity cycle

Jenna Barnard, Co-Head of Strategic Fixed Income, explains the team’s thinking on the bond markets, which revolves around the themes of interest rate divergence and US dollar strength.

Strategic Fixed Income: a big regime shift in inflation? No.

Strategic Fixed Income: a big regime shift in inflation? No.

In this video, the Co-Heads of Strategic Fixed Income, John Pattullo and Jenna Barnard, share their assessment of the impact of rising inflation expectations in developed markets and whether higher inflation will take root.

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Strategic Fixed Income — let’s talk inflation

Strategic Fixed Income — let’s talk inflation

Ahead of the release of US inflation data tomorrow, Co-Head of Strategic Fixed Income, Jenna Barnard, discusses the markets’ fixation on a regime shift in inflation and the resulting impact on government bonds. The Strategic Fixed Income Team, however, see a different scenario playing out in the long term.