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.

Latest Insights

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Chinese money trends suggesting PMI relapse
Global Perspectives

Chinese money trends suggesting PMI relapse

Hopes of a rebound in Chinese industrial output growth have been boosted by a pick-up in the Markit manufacturing PMI to the top of its range in recent years.

UK economy still stagnant / recessionary

UK economy still stagnant / recessionary

UK monthly GDP / gross value added (GVA) for October will be released on 10 December, two days before the election. GDP is currently estimated to have fallen by 0.16% in August and 0.07% in September, with the September level 0.10% below the Q3 average.

Global recovery not yet assured
Global Perspectives

Global recovery not yet assured

Incoming news appears consistent with the assessment here that global industrial momentum bottomed in Q3 but will remain weak through Q1, at least.

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?

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At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. 

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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.

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.

UK rate cut delayed by election
Global Perspectives

UK rate cut delayed by election

Last week’s MPC communications and recent data suggest a cut in Bank rate at the next meeting on 19 December.