Global Perspectives

Global Dividend Index

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

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 Fixed Income Compass

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

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A “monetarist” perspective on current equity markets
Global Perspectives

A “monetarist” perspective on current equity markets

Previous quarterly commentaries suggested that global economic momentum would fall into a low around Q3 2019. Recent news is consistent with the scenario but money trends have yet to give a clear signal of economic recovery. A bottoming of momentum, however, may be sufficient to warrant rotating away from defensive investment strategies that have prospered

Solving a hard problem with a simple model
Global Perspectives

Solving a hard problem with a simple model

In this article, portfolio manager Aneet Chachra considers the benefits of a simple tactical allocation model based on trailing relative returns when looking at US vs emerging markets, and the importance of moving quickly when making investment decisions.

Growth slowing but precipitous drop unlikely
Global Perspectives

Growth slowing but precipitous drop unlikely

Although the current economic expansion is ageing (bringing us nearer to a recession) leading indicators do not indicate a sharp contraction. What could that mean for equity investors? Director of Research Carmel Wellso explains.

Topical questions amid a more political economy

Topical questions amid a more political economy

​In this short question and answer session Nick Maroutsos, Co-Head of Global Bonds, looks at the macroeconomic landscape and how it is shaping their investment decision-making within the Absolute Return Income strategies.

Selling volatility – is the juice still worth the squeeze?
Global Perspectives

Selling volatility – is the juice still worth the squeeze?

Are investors being sufficiently compensated for taking asymmetric risk? In this article, portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, evaluate changing market conditions for equity volatility in the US and UK.

Euroland PMI weak but money trends still hopeful
Global Perspectives

Euroland PMI weak but money trends still hopeful

​The Euroland manufacturing PMI fell further in July but the view here remains that the index is bottoming, based on the leading signal from a rise in six-month real narrow money growth since late 2018.

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Global money trends still downbeat

Incoming narrow money data for July have been disappointing, suggesting that a global economic recovery will be delayed until Q2 2020.

US profits revision suggesting weaker outlook

The big news in last week’s US GDP release was a huge downward revision to corporate profits growth in recent years.

US C&I loans confirming inventory downswing

US C&I loans confirming inventory downswing

Three-month growth of US commercial bank loans and leases fell from 1.5% (6.3% annualised) in February to 0.9% (3.5%) in June, reflecting a sharp slowdown in commercial and industrial (C&I) lending.

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Powerplay: geopolitical manoeuvres and their corporate impact

Powerplay: geopolitical manoeuvres and their corporate impact

​Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.

Globalisation: Sorry, Donald, it’s here to stay

Globalisation: Sorry, Donald, it’s here to stay

Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.

Tug of war: slowing growth versus easing monetary policy

Tug of war: slowing growth versus easing monetary policy

The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.