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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Growth Slowing, but Precipitous Drop Unlikely
Quick Views Volatility

Growth Slowing, but Precipitous Drop Unlikely

Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction.

Growth Slowing, but Precipitous Drop Unlikely
Quick Views Volatility

Growth Slowing, but Precipitous Drop Unlikely

Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction. What could that mean for equity investors? Director of Research Carmel Wellso explains.

Learning from Argentina: The importance of balance in bond portfolios

Learning from Argentina: The importance of balance in bond portfolios

​The sudden rise of populist presidential candidate Alberto Fernández shook the Argentine markets and raised alarm bells among global bond investors. Portfolio Manager Seth Meyer discusses the lessons this volatility raises for bond investors, reminding them of the importance of trying to balance income and total return.

Life in the conflict zone

Life in the conflict zone

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.

Quick view: Chinese yuan depreciates to critical level against the US dollar
Quick Views China

Quick view: Chinese yuan depreciates to critical level against the US dollar

Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.

Quick view: Fed turns a page, cuts rates

Quick view: Fed turns a page, cuts rates

​Nick Maroutsos, Co-Head of Global Bonds, discusses the US Federal Reserve’s first rate cut in more than a decade and what it means for investors.

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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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Quick view: (ECB) shock and bore
Quick Views

Quick view: (ECB) shock and bore

The European Central Bank (ECB) meeting on 25 July was billed as the most important ECB meeting of the last few years. Andrew Mulliner, Portfolio Manager within Global Bonds, reflects on the outcome of this highly anticipated session.

UK politics: new leader, old problems
Quick Views

UK politics: new leader, old problems

​Paul O’Connor, Head of the UK-based Multi-Asset team, discusses confirmation of Boris Johnson’s appointment as UK Prime Minister and the highly uncertain outlook for Brexit that he, and his divided government must navigate, and the likely market response.

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.

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US-China trade negotiations — another ceasefire
Quick Views

US-China trade negotiations — another ceasefire

Paul O’Connor, Head of the UK-based Multi-Asset Team, shares his views on the meeting between the US and China at the G20 Summit in Osaka and explains why the ceasefire does not necessarily mean an end to the trade war.

Fed serving up what the market is craving

Fed serving up what the market is craving

In this video update, Co-Head of Global Bonds Nick Maroutsos and Fixed Income Portfolio Manager Jason England explain why they believe the US Federal Reserve (Fed) was correct not to cut rates at their latest meeting on Wednesday 19 June, and discuss which factors may justify a move lower in July.

Quick view: Fed’s dovish stance
Quick Views

Quick view: Fed’s dovish stance

With the US economy potentially slowing, the Federal Reserve says it does not expect to raise rates in 2019. Nick Maroutsos, Co-Head of Global Bonds, explains what that could mean for investors.