Global Perspectives

Fixed Income Perspectives

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

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 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.

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Medium-term thoughts

Medium-term thoughts

Nobody knows the extent and duration of the economic damage from the COVID-19 crisis. A wild guess is that global GDP will be 40% lower for six months. This would imply an income hit of 20% of annual GDP.

Coronavirus: finding a path through uncertainty

Coronavirus: finding a path through uncertainty

Jeremiah Buckley, Portfolio Manager on the Janus Henderson Balanced team, gives a ‘quick view’ update on the strategy, covering recent central bank measures to support the economy and signs of renewed activity in China, with some factories re-opening and supply chains reconnecting.

European equities: uncharted waters
Quick Views Europe

European equities: uncharted waters

John Bennett, Director of European Equities, provides a ‘quick view’ update covering the recent market sell-off and portfolio positioning.

COVID-19: cautiously optimistic on Asian equities from an income perspective

COVID-19: cautiously optimistic on Asian equities from an income perspective

Mike Kerley, Asian income equities portfolio manager, shares his views on the latest developments in Asia and discusses the investment implications from an income point of view.

Viral panic – what is the endgame?

Viral panic – what is the endgame?

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the purge of risk appetite across the investment world as the coronavirus spreads, considering the range of potential government measures, and the quiet progress being made on containment.

Federal Reserve forcefully reenters markets

Federal Reserve forcefully reenters markets

Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s recent efforts to ease financial conditions and why he believes uncertainty will continue to be a headwind for markets.

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What if global COVID spread mirrors China?

Major countries are now adopting radical social distancing policies, which may or may not be as effective as the lockdown in China’s Hubei province in late January.

High yield bonds: dealing with volatile markets

Tom Ross, credit portfolio manager, comments on the crisis gripping markets and how the Corporate Credit team is responding in terms of positioning within the Global High Yield and Euro High Yield strategies.

European investment grade credit – tackling the market volatility

European investment grade credit – tackling the market volatility

Tim Winstone, credit portfolio manager, comments on the crisis gripping markets and how the Corporate Credit team is responding in terms of positioning within the European Investment Grade Credit strategy.

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Coronavirus update from the Strategic Fixed Income Team

Coronavirus update from the Strategic Fixed Income Team

The spread of the coronavirus across the globe and the oil price war have served to highlight the fragility of the global markets and rattled investors. As concerns for the global supply chains and the health of economies grow, Jenna Barnard, Co-Head of the Strategic Fixed Income Team, shares her views, explaining the steps taken in the team’s portfolios that seek to mitigate the risks.

Coronavirus: Reassessing the outlook for global growth

Coronavirus: Reassessing the outlook for global growth

Although the COVID-19 coronavirus could slow global GDP growth in the near term and drive market volatility, Portfolio Manager Jeremiah Buckley sees reasons to be optimistic about a rebound in 2021.

Chinese monetary stability suggesting policy success

Chinese monetary stability suggesting policy success

Chinese February money / credit numbers are hopeful, signalling stable monetary conditions despite the coronavirus shock.