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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Positive impact stocks – Global Sustainable Equity

Positive impact stocks – Global Sustainable Equity

Hamish Chamberlayne, manager of the Janus Henderson Global Sustainable Equity Fund, explains his team’s approach to stock selection. This document introduces stocks favoured by the team, with an explanation of the positive environmental and/or social impact that has been identified for each company.

ESG KPIs report – Janus Henderson Global Sustainable Equity Fund
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ESG KPIs report – Janus Henderson Global Sustainable Equity Fund

Environmental, social, and governance (ESG) factors can have a material impact on financial returns. This report highlights some of the most material and quantifiable ESG and human rights key performance indicators (KPIs) for the Janus Henderson Global Sustainable Equity Fund.

Delivery and healthcare: Amazon continues to invest in long-term opportunities
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Delivery and healthcare: Amazon continues to invest in long-term opportunities

​Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.

Global Tech: the importance of navigating the hype cycle
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Global Tech: the importance of navigating the hype cycle

Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.

Global Life Sciences: long-term tailwinds in focus
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Global Life Sciences: long-term tailwinds in focus

In this outlook video, Ethan Lovell, Co-Portfolio Manager for the Janus Henderson Global Life Sciences Strategy, explains that scrutiny over drug costs has led to recent volatility in healthcare stocks. The longer-term picture, however, is very encouraging with the sector making dramatic leaps in advanced medicines such as immunotherapy, which provides potentially significant market opportunities.​

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Trade tensions between the US and China: a tech perspective

Global technology equities portfolio manager Brad Slingerlend comments on why escalating trade rhetoric may not materially impact the growth and earnings prospects of the tech sector.

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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.

Is a dynamic multi-asset strategy the answer to higher volatility?

Volatility has returned to markets in 2018, with investors unsettled by US President Trump’s decision to take a combative stance on international trade, and with central banks globally signaling an end to the era of easy money. In this article, Marc Pinto, portfolio manager on the Janus Henderson Balanced Fund, discusses the important role a balanced multi-asset strategy can play in more uncertain market conditions.

US equities and bonds – Investing in a shifting landscape

US equities and bonds – Investing in a shifting landscape

Impressed by the resilience of the markets, portfolio manager Marc Pinto explains why he believes that investors should not be deterred by higher volatility, given the favourable backdrop for equities.

Meanwhile, Darrell Watters, Head of US Fundamental Fixed Income, expects a difficult environment for credit markets.

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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.

“The King is dead, long live the King!” – real estate and technology
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“The King is dead, long live the King!” – real estate and technology

Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss how real estate is being reinvented and rejuvenated by rapid advances in technology and how their portfolios are actively positioned to gain from these evolving trends.

The alternative view: Fast casual and artisanal alpha

The alternative view: Fast casual and artisanal alpha

​Aneet Chachra, portfolio manager within the Diversified Alternatives team at Janus Henderson, discusses unexpected parallels between the dining industry and investment management.