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 Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Equity Perspectives

Quarterly insight from our equity teams 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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Quick view: Amazon takes on healthcare
Quick Views

Quick view: Amazon takes on healthcare

Rich Carney, Healthcare Services Analyst with the US-based Janus Henderson Healthcare Sector Team, responds to news that Amazon, Berkshire Hathaway, and JPMorgan Chase plan to form an independent healthcare company to lower costs for their employees.

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

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
Investment Viewpoints

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.

Investment Viewpoints

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
Investment Viewpoints

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

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.

Investment Viewpoints

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
Investment Viewpoints

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
Investment Viewpoints

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.

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?

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.