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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Powerplay: geopolitical manoeuvres and their corporate impact

Powerplay: geopolitical manoeuvres and their corporate impact

​Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.

Global REITs: mid-year report card

Global REITs: mid-year report card

Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review on the performance of global REITs and their outlook for the rest of 2019. Everyone loves completing their half yearly review. So we thought we would provide one for global real estate investment trusts (REITs). How did global REITs

Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed

Quick view: “An ounce of prevention”, interest rate cuts signalled by the Fed

​Oliver Blackbourn, a Fund Manager on the UK-based Multi-Asset Team, discusses the strong likelihood that the FOMC will deliver a rate cut at their July meeting – and beyond.

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.

Globalisation: Sorry, Donald, it’s here to stay

Globalisation: Sorry, Donald, it’s here to stay

Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.

Tug of war: slowing growth versus easing monetary policy

Tug of war: slowing growth versus easing monetary policy

The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.

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High yield bond: pushing boundaries

The dovish tilt to global monetary policy should be supportive of asset prices in the near term but portfolio managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high yield bonds. In 1968, in the Men’s 100 metre sprint, Jim Hines of the US

Asian Credit: where returns may actually match risk

Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.

Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

Paul O’Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors.

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Same old: UK MPC U-turns after ignoring money trends

Same old: UK MPC U-turns after ignoring money trends

​Bank of England Governor Mark Carney’s “sea change” speech this week has laid the foundation for a dovish MPC shift in August.

“Don’t you, forget about me”

“Don’t you, forget about me”

Guy Barnard and Nicolas Scherf, Co-Managers of the Janus Henderson Horizon Pan European Property Equities Fund, highlight that, while newsflow in Europe and the property sector has been mixed over recent months, the fundamentals for the European property equities market remain robust, with increasing value to be found for the active investor.

Investment themes that matter – Market GPS discussion
Mega Trends

Investment themes that matter – Market GPS discussion

In this video, Co-Head of Equities Alex Crooke, Global Head of Fixed Income Jim Cielinski and Global Head of Multi-Asset and Alternatives Michael Ho explore the key themes shaping the investment landscape for the second half of 2019. Aligning with the Janus Henderson Mid-Year Market GPS outlooks, the discussion assesses potential impacts and opportunities for investors in the months ahead.