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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UK Absolute Return: flexibility is the tool of choice for 2020

UK Absolute Return: flexibility is the tool of choice for 2020

Luke Newman, portfolio manager on the UK Absolute Return strategy, gives his thoughts on UK markets as we move further into 2020, outlining key issues to note – both macroeconomic and political – that are likely to have an impact on share prices in the months ahead.

Meeting the challenge: fixed income investing in 2020

Meeting the challenge: fixed income investing in 2020

With Europe characterised by negative rates and subdued bond yields, Nick Maroutsos, Co-Head of Global Bonds, explains how the team seek to meet the objectives of an absolute return fixed income portfolio.

Brexit day: shift gets real

Brexit day: shift gets real

As the UK’s membership of the EU officially ends, Paul O’Connor, Head of the UK Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process, and considers what that might mean for investors.

Farewell Governor Carney; making room for Governor Bailey

Farewell Governor Carney; making room for Governor Bailey

The Bank of England kept its Bank Rate steady at 0.75% at their meeting on Thursday 30 January. Bethany Payne, Portfolio Manager within Global Bonds, believes that today’s decision has bought time for the new governor, Andrew Bailey, giving him room to act proactively should the need arise.

Market GPS Investment Outlook 2020
Global Perspectives

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.

Fed watch: remaining accommodative

Fed watch: remaining accommodative

Co-Head of Global Bonds Nick Maroutsos discusses why he believes the Fed’s decision to leave rates unchanged at its January meeting should support the positive environment for stock and bond markets in 2020 and why – should markets slip – the Fed will rush to catch their fall.

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European equities: stay the course in 2020

In this video, John Bennett, Director of European Equities, discusses what he believes 2020 holds for the asset class.

Global Sustainable Equity: news and opportunities (Q4 2019)

Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Horizon Global Sustainable Equity Fund, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI), and the fund’s positioning, performance, and activity.

High yield: hunting in the crossover space

High yield: hunting in the crossover space

In this video, Tom Ross, corporate credit portfolio manager, discusses the global high yield market, exploring the near term outlook, whether defaults might pick up and where they are seeing the best opportunities.

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Auspicious times ahead in the Year of the Rat?

Auspicious times ahead in the Year of the Rat?

As China welcomes in the Lunar New Year, Charlie Awdry, China equities portfolio manager, talks about the impact of the recent trade deal and portfolio positioning.

Is US monetary strength reversing?
Global Perspectives

Is US monetary strength reversing?

US money growth, on a range of measures, picked up significantly during H2 2019.

ECB — one for the specialists

ECB — one for the specialists

Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of today’s European Central Bank meeting, which as he explains was expected to be the hors d’oeuvre of the ECB’s policy review; in reality it was more akin to a notification that the ECB would be cooking dinner.