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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Quick view: healthcare – Amazon’s next disruption target?
Mega Trends Quick Views

Quick view: healthcare – Amazon’s next disruption target?

Alison Porter, Graeme Clark, and Richard Clode, Portfolio Managers within the Janus Henderson Global Technology Team, provide their views on the news that Amazon, JP Morgan and Berkshire Hathaway are forming an alliance with the aim of lowering healthcare costs for the companies’ employees.

Essentials: Global Life Sciences Strategy

Essentials: Global Life Sciences Strategy

In this Essentials video for the Janus Henderson Global Life Sciences Strategy, meet co-managers Andy Acker and Ethan Lovell. Learn about their approach to investing, and what differentiates their strategy from others in the healthcare peer group.

Essentials: the Global Unconstrained Bond strategy

Essentials: the Global Unconstrained Bond strategy

In this Essentials video, portfolio manager Nick Maroutsos explores how the Global Unconstrained Bond strategy which is lead managed by Bill Gross, seeks to generate returns and why an unconstrained active fixed income approach should prove helpful in exploiting different economic conditions and market cycles.

Essentials: the Emerging Market Credit Strategy in three minutes

Steve Drew, Head of Emerging Market Credit, introduces his strategy, highlighting the investment approach and philosophy, differentiators of the team’s investment style and why investors should consider an actively managed approach to investing in emerging market corporate bonds.

Essentials: Strategic Fixed Income

Essentials: Strategic Fixed Income

In this ‘Essentials’ video, Co-Heads of the Strategic Fixed Income at Janus Henderson Investors, John Pattullo and Jenna Barnard, provide an overview of the team’s philosophy and approach to investments, while outlining the factors that differentiate their style from peers.

Transportation revolution: investing in the evolution of the automotive industry
Mega Trends Technology

Transportation revolution: investing in the evolution of the automotive industry

Richard Clode, Graeme Clark and Alison Porter, portfolio managers in the UK-based Global Technology Team, discuss why transportation revolution is an exciting new investment theme within the team’s portfolios. The team explains how they are investing within this powerful secular growth theme, which is being driven by the convergence of artificial intelligence and the availability of vast amounts of data.

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Can European margin recovery drive equities higher?

As we approach the end of 2017, after a strong year for European equities, it seems an appropriate time to take a step back to think logically about what could drive European equities higher still, or whether, in fact, we are approaching the end of the road for the current bull market.

A most unusual cycle — the shrinking of the high yield market

​There are many aspects of this credit and business cycle, which continue to surprise investors and differ from the textbook expectations of an aging bull market. Jenna Barnard explores one aspect unique to the high yield market, which can explain the relentless demand for bonds.

Square root recovery

​A decade on from the Global Financial Crisis, economic recovery has turned out to be both one of the weakest, and the longest, in modern history. John Pattullo, Co- Head of Strategic Fixed Income, shares his views on economic growth since the downturn, and into the future.

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Mega Trends

A shot in the arm for the UK life sciences industry?

The UK government recently revealed its ambitious Life Sciences Industrial Strategy and pledged £146m to support health care-related projects. In this Q&A, Ethan Lovell, co-portfolio manager of the Janus Henderson Global Life Sciences Strategy, provides his take on these initiatives.

Medical moonshots: how might investors approach gene-therapy stocks?
Mega Trends

Medical moonshots: how might investors approach gene-therapy stocks?

Ethan Lovell, co-portfolio manager of the Janus Henderson Global Life Sciences Strategy explains why medical moonshots are successful only after many years of research. He believes that a long-term approach to investment is therefore warranted.

Essentials: the Global Technology Strategy

Essentials: the Global Technology Strategy

In this ‘Essentials’ video, Alison Porter, Richard Clode and Graeme Clark, portfolio managers in the UK-based Janus Henderson Global Technology Team along with Stuart O’Gorman, provide an introduction to the strategy, including team overview, investment approach and objective, key differentiators and why investors should consider an actively-managed approach to investing in global technology stocks. Glossary: