Global Perspectives

Fixed Income Perspectives

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

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.

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.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

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Breaking down plastic pollution

Breaking down plastic pollution

Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.

Chinese credit conditions still tight
Global Perspectives China

Chinese credit conditions still tight

A recent pick-up in Chinese PMIs has boosted recovery hopes but the view here, based on monetary trends, is that such optimism is premature.

China: resilient despite challenges

China: resilient despite challenges

In this video, China equities portfolio manager May Ling Wee shares the reasons why despite a slowing economy, geopolitical adversity and ratcheting down of global growth expectations, there is evidence that China can weather the turmoil. May Ling also discusses sectors that are offering attractive investment opportunities.

An evolving role for Asian dividend-paying stocks (EMEA)

An evolving role for Asian dividend-paying stocks (EMEA)

In this video, Sat Duhra, Co-Manager of the Asian Dividend Income Strategy with Mike Kerley, discusses the sectors that are likely to offer the most attractive dividends and, how improving corporate governance is boosting the dividend culture in Asia. Sat also examines portfolio positioning and key risks for investors.

Room to grow? The outlook for US equities late in the cycle

Room to grow? The outlook for US equities late in the cycle

US multi-asset managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.

Search for stable income continues in 2020
Investment Viewpoints

Search for stable income continues in 2020

Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.

Multi-asset 2020 outlook: Climbing the wall of worry

Multi-asset 2020 outlook: Climbing the wall of worry

Paul O’Connor, Head of the UK Multi-Asset Team, considers whether or not markets can continue to defy gravity in 2020, as we move into a post-stimulus era.

Fed policy to cast a shadow over 2020

Fed policy to cast a shadow over 2020

Co-Head of Global Bonds Nick Maroutsos identifies the opportunities and risks he sees for fixed income investors in 2020 as the US Federal Reserve’s near-term policy path remains far from certain.

Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?

Diversified Alternatives 2020 outlook: Out of the Goldilocks zone?

Will 2019 be considered the last hurrah? Could 2020 mark the beginning of a new era of volatility for global markets? David Elms, Head of Diversified Alternatives, gives some insight into where he sees the most attractive areas of opportunity, and what this might mean for investors.

Is market optimism premature?
Global Perspectives

Is market optimism premature?

The long-standing view here has been that global economic momentum would bottom around Q3 2019 but remain weak into H1 2020.

US equities vs bonds: two key trends to watch in 2020
Global Perspectives

US equities vs bonds: two key trends to watch in 2020

Disruption and consumer spending – are these the two key trends to watch in 2020?

20/20 vision: the outlook for global property equities

20/20 vision: the outlook for global property equities

Guy Barnard and Tim Gibson, Co-Heads of Janus Henderson’s Global Property Equities Team, review the sector’s performance over the year and discuss the key opportunities and risks for investors in 2020.