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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China: the next wave of tech disruptors
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China: the next wave of tech disruptors

Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.

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The Chinese disruption paradox

Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.

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Generational investing: the world according to generation selfie (part 1)

Dr Paul Redmond, Director of Student Life at the University of Manchester in the UK, explains the key findings of his work on ‘generational theory’ and the implications in a fast-changing world. In this, the first of a two part series, Dr Redmond explains the motivations and values of Generation Y and how these impact their behaviour as investors and consumers.

The ‘haves’ and ‘have-nots’ in the game of disruption
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The ‘haves’ and ‘have-nots’ in the game of disruption

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how an uneven geographical divide in technology is melding with a world of divergent growth and interest rate outlooks

Global Technology: investing in innovation
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Global Technology: investing in innovation

Richard Clode, portfolio manager in the UK-based Janus Henderson Global Technology Team, discusses the concept of innovation, its importance in the team’s investment decisions and where the most attractive opportunities currently are.

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.

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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.

“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.

Electric vehicles: driving growth in semiconductors
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Electric vehicles: driving growth in semiconductors

Doug Rao, Co-portfolio Manager for the US Concentrated Growth Strategy, shares why he believes semiconductor content in autos could grow at a double-digit rate over the next decade.