For financial professionals in the UK

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

Equity Perspectives

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

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.

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Is global reflation priced in?
Global Perspectives

Is global reflation priced in?

Changes in economic optimism drive market moves and current bullishness implies limited room for further upgrades, argues Simon Ward, Economic Adviser.

Global Perspectives Podcast – Reflation: Is this the real thing or just fantasy?
Global Perspectives

Global Perspectives Podcast – Reflation: Is this the real thing or just fantasy?

A lively discussion that goes against consensus, seeking to unearth the truth about what is really happening in the economy and the potential impact on bond markets.

UK inflation forecast update
Global Perspectives

UK inflation forecast update

Simon Ward, Economic Adviser, sets out the case for expecting UK CPI inflation to overshoot Bank of England and consensus forecasts.

Monetary deficit finance and medium-term inflation
Global Perspectives

Monetary deficit finance and medium-term inflation

Government reliance on banking systems to finance unprecedented peacetime deficits is laying the foundation for a lasting inflation pick-up, argues Simon Ward, Economic Adviser.

UK Multi Asset Team – long-term expected returns & market assumptions
Global Perspectives

UK Multi Asset Team – long-term expected returns & market assumptions

Janus Henderson’s UK-based Multi Asset Team set out their expectations for longer-term returns across 31 major assets classes across equity, fixed income, currencies and commodities.

Reflation optimism at risk of near-term disappointment
Global Perspectives

Reflation optimism at risk of near-term disappointment

Global industrial momentum appears to have peaked and is forecast to move lower into Q2. This poses a risk to reflation-positioned markets.

Global money trends still cooling amid US data confusion
Global Perspectives

Global money trends still cooling amid US data confusion

Global money trends continue to suggest a near-term economic slowdown, with the caveat that interpretation of US monetary statistics is complicated by recent regulatory changes, argues Simon Ward, Economic Adviser.

A fertile ground for European smaller companies stock pickers in 2021

A fertile ground for European smaller companies stock pickers in 2021

European smaller companies managers Rory Stokes and Ollie Beckett discuss their outlook for the asset class in 2021.

European equities: will value prove victorious in 2021?

European equities: will value prove victorious in 2021?

Nick Sheridan, European equities portfolio manager, explains why 2021 could be the year for value as economies recover from the coronavirus pandemic.

China: what can investors expect in the year of the metal ox?

China: what can investors expect in the year of the metal ox?

China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.

ESG in 2021: closing the expectations gap

ESG in 2021: closing the expectations gap

Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.

A “monetarist” perspective on current equity markets – January 2021
Global Perspectives

A “monetarist” perspective on current equity markets – January 2021

Monetary indicators suggest an increase in market volatility in early 2021 and a sustained inflation rise into 2022, argues Simon Ward, Economic Adviser.