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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Amazon’s customer focus and investing for long-term growth should pay off
Mega Trends

Amazon’s customer focus and investing for long-term growth should pay off

Alison Porter, Global Technology equities portfolio manager, comments on Amazon’s most recent quarterly results, which continue to demonstrate the company’s strong position in its cloud infrastructure and paid subscription businesses, as well as growth opportunities in other areas such as advertising.

Strategic Fixed Income: disruptive technology and the bond angle
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Strategic Fixed Income: disruptive technology and the bond angle

Rebecca Young, Portfolio Manager within Strategic Fixed Income, highlights interesting start-up businesses that presented at a recent disruptive technology conference and explains why bond managers should take note. She also explains why disruption ties in to the team’s long term deflationary view.

Global Sustainable Equity: news and opportunities (Q2 2018 update)
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Global Sustainable Equity: news and opportunities (Q2 2018 update)

Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity strategy, discusses recent developments affecting the world of SRI, and the strategy’s positioning, performance, and activity.

Global Life Sciences: our approach to seeking innovators in cancer therapy
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Global Life Sciences: our approach to seeking innovators in cancer therapy

Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.

Tech stocks: solid demand underpins positive outlook
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Tech stocks: solid demand underpins positive outlook

Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with portfolio companies and prospective investable businesses. Here, they discuss the key takeaways from these trips.

Technology disruption and acceleration: risks and opportunities
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Technology disruption and acceleration: risks and opportunities

In this video, Richard Clode, portfolio manager in the Global Technology Team, discusses how not keeping up with innovation may be shortening the lifespan of ‘blue chip’ stocks, as well as the key reasons why technology disruption is accelerating. He also talks about the transportation revolution, a key example of how a major industry is being disrupted with consequences and opportunities for incumbent and new companies.

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Tech titans’ results continue to support the ‘technology flywheel’
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Tech titans’ results continue to support the ‘technology flywheel’

Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss how recent earnings announcements by Apple, Amazon, Alphabet (Google), Facebook and Microsoft highlight the team’s view that the technology sector continues to take share.

Active and passive investing – all in the blend
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Active and passive investing – all in the blend

Janus Henderson Co-CEO Dick Weil talks to Bloomberg TV about the benefits of combining an active and passive approach to investing. He also provides his view on the risk of crowded trades, the scope for interest rate rises, and taking advantage of growth in the Chinese market.

Dispelling the myths of sustainable investment
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Dispelling the myths of sustainable investment

In this video presentation, Hamish Chamberlayne, Portfolio Manager within Janus Henderson’s Global Sustainable and Responsible Investment Team, dispels the major myths about sustainable investment. He explains how environmental and social megatrends will accelerate the transition to a low carbon economy and discusses some of the investment areas that stand to be disrupted.

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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.

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.

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.