Global Perspectives

Janus Henderson Corporate Debt Index

The Corporate Debt Index is the first edition in a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.

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.

Equity Perspectives

Quarterly insight from our Equity team to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

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Global warning: the case for low carbon investing, today

Global warning: the case for low carbon investing, today

Hamish Chamberlayne, investment manager for Janus Henderson’s global sustainable equity strategy, explains why climate change remains the biggest investment issue of our lifetime.

Essentials: The Asian Growth Strategy in three minutes

In this ‘Essentials’ video, Andrew Gillan provides an overview of the Asian Growth Strategy that he manages with Associate Investment Manager, Mervyn Koh. The strategy seeks long-term capital appreciation by investing at least two thirds of available total assets in a variety of sectors across Asia excluding Japan equity markets.

Beyond the metrics: which active techniques add value?
Mega Trends

Beyond the metrics: which active techniques add value?

With investors faced with the option of whether to gain exposure to a particular asset class via active or passive strategies, many are now looking at when the added value of active management is preferable. As noted in our previous article we believe both approaches have a role to play, but selectivity is required. Here we explore how certain managers at Henderson employ techniques often associated with ESG (environmental, social, and corporate governance) investing and which are omitted from the passive approach.

10 reasons for active management in fixed income
Mega Trends

10 reasons for active management in fixed income

We believe that active management has an important role to play in investment portfolios. Here, we highlight 10 reasons, each supported by a chart, to demonstrate why active management can be valuable when investing in fixed income.

Global Growth: the developing trend towards paperless payments

Global Growth: the developing trend towards paperless payments

The managers of the Henderson Global Growth Strategy seek to identify long-term secular trends that they believe are underappreciated by the market. One such trend is the rise of paperless payments and a shift away from cash as a medium of exchange. Ian Warmerdam, Head of Global Growth, and Portfolio Manager Gordon Mackay explain why they believe this trend has further to run.

Active versus passive investing – selectivity required
Mega Trends

Active versus passive investing – selectivity required

​The active versus passive debate has led to numerous studies, detailed analysis and thought-provoking theories. What is clear is that passive funds have attracted significant inflows in the last decade and now play a major role, for better or worse, both in investor portfolios and in the functioning of global capital markets.

Will technological progress be the downfall of globalisation?
Mega Trends

Will technological progress be the downfall of globalisation?

Throughout the 20th century, the world economy became more global than ever before. Cross-border trade grew exponentially and the increasingly free movement of people led to the blurring of international boundaries, both geographical and cultural. While there is little doubt that trade-liberalisation and the reduction in global protectionism laid the foundations for the surge in

Essentials: Overview of the Janus Henderson Horizon China Fund

Essentials: Overview of the Janus Henderson Horizon China Fund

In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.

Topics covered include:

• Fund objective and investment approach
• Why invest in Chinese stocks?
• How does the fund use shorts to generate additional returns?
• Why invest in the fund?

Essentials: the Pan European Equity strategy in three minutes

Essentials: the Pan European Equity strategy in three minutes

In this ‘Essentials’ video, European equities manager Tim Stevenson provides a summary of the Henderson Horizon Pan European Equity strategy. He explains what differentiates the fund and explains where the opportunities currently lie within European equities.

Essentials: the Emerging Market Corporate Bond strategy in three minutes

In this ‘Essentials’ video, Steve Drew, Head of Emerging Market Credit, provides an overview of the Henderson Horizon Emerging Market Corporate Bond Fund – why it was launched and what makes it different from peers. Steve further shares his views on where he sees current opportunities and the reasons behind the recent inflows into the asset class.

Fintech jargon buster
Mega Trends

Fintech jargon buster

Within the ‘fintech’ Future Trends theme there are a number of widely-used terms that are interpreted in different ways. Here we provide a high-level summary of what these mean.

Essentials: The Asian Dividend Income Strategy in three minutes

In this ‘Essentials’ video, Sat Duhra provides an overview of the Henderson Asian Dividend Income Strategy that he co-manages with Michael Kerley. The strategy is designed to capture the strong income and dividend growth potential of Asian equities.