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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2016 replay?
Global Perspectives

2016 replay?

​Claims are being made that current economic / market conditions resemble those in early 2016.

Chinese money trends signalling further slowdown
Global Perspectives

Chinese money trends signalling further slowdown

​Weak Chinese December money and credit numbers signal that policy easing has yet to translate into an improvement in economic prospects.

Money for nothing, right tails for free
Global Perspectives

Money for nothing, right tails for free

Aneet Chachra, portfolio manager within the Diversified Alternatives team, looks at the disconnect between share valuations and option market pricing and what this might imply for European equities.

The alternative view – storing cash
Global Perspectives

The alternative view – storing cash

​Aneet Chachra and Steve Cain, Portfolio Managers within the Diversified Alternatives team at Janus Henderson, look at the maturity profiles on Treasuries compared with their ‘risk of loss’ history to reach conclusions about where value might lie within shorter maturities.

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.