Global Perspectives

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 Dividend Index

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

Global Fixed Income Compass

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

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.

Alternative Perspectives

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

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3 reasons investors should consider global REITS

3 reasons investors should consider global REITS

In this video, Janus Henderson’s Global Property Equities Team discusses the benefits of an allocation to global real estate investment trusts (REITs), particularly in a slow-growing, low-yielding environment.

Tell Tail Signs: November 2019 – Don’t bet on recession or disinflation

Tell Tail Signs: November 2019 – Don’t bet on recession or disinflation

​Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class.

Keep your cash in play

Keep your cash in play

With the yields on short-dated investments very low or negative in Europe, managers of the Janus Henderson Absolute Return Fixed Income Fund, explain how moving along the risk spectrum into an actively-managed, low volatility fixed income strategy could be a potential solution for investors seeking to make their defensive assets work harder over the medium term.

Purchasing power: technical support for euro investment grade
Global Perspectives Credit

Purchasing power: technical support for euro investment grade

Tim Winstone, corporate credit portfolio manager, explains how technical factors are likely to buoy demand for euro investment grade bonds.

US-China opportunities – look beyond the trade war in 2020
Global Perspectives China North America

US-China opportunities – look beyond the trade war in 2020

The world’s two biggest trading nations continue to clash over trade, but does the domestic backdrop in China and the US provide any grounds for optimism?

E-commerce continues to disrupt retail real estate

E-commerce continues to disrupt retail real estate

As physical retail spaces like shopping malls lose relevance, they are often replaced by warehouses and distribution centres that support the growing e-commerce model. Janus Henderson’s Global Property Equities Team believes this trend is causing disruption – and creating opportunities – within the real estate sector.

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Euroland money data solid, leading indicator stabilising
Global Perspectives

Euroland money data solid, leading indicator stabilising

Euroland money measures rose solidly in October after a minor September slowdown, with the larger trend continuing to suggest stronger economic performance in 2020.

Why medium-term inflation risks are rising
Global Perspectives

Why medium-term inflation risks are rising

Global nominal GDP has slowed significantly since late 2017 but recent stronger money trends suggest a reacceleration during 2020.

Market GPS Investment Outlook 2020
Global Perspectives

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.

Subscribe for relevant insights delivered straight to your inbox

Healthcare reform that could lower costs

Healthcare reform that could lower costs

Amid a raft of costly proposals to overhaul the US healthcare system, companies are hustling to find efficiencies and improve patient outcomes. Rich Carney, on the Global Life Sciences team alongside Andy Acker, discusses the innovations that may lead to lower costs and new sources of growth.

Finding value in bonds amid negative rates

Finding value in bonds amid negative rates

Jim Cielinski, Global Head of Fixed Income, provides his perspective on key macroeconomic factors driving fixed income markets.

Demographics reshape the real estate landscape

Demographics reshape the real estate landscape

In this video update Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team explain that, as baby boomers retire and millennials enter the workforce, their changing housing needs and preferences are creating opportunities for companies to meet the demands of these growing population segments.