Global Perspectives

Global Dividend Index

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

Equity Perspectives

Quarterly insight from our Equity team 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 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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Fed Watch: despite high marks, Fed still has issues to resolve

Fed Watch: despite high marks, Fed still has issues to resolve

Co-Head of Global Bonds Nick Maroutsos gives the US Federal Reserve high marks for ensuring properly functioning financial markets but believes that work still needs to be done to support households and small businesses most vulnerable to the economic disruptions caused by the COVID-19 pandemic.

Quick view: the MPC maintains its stance

Quick view: the MPC maintains its stance

Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, responds to the MPC’s dovish view on prospects for the UK economy, although risks remain skewed to the downside.

Warning signs ahead for indebted companies: what are the investment implications?

Warning signs ahead for indebted companies: what are the investment implications?

With many companies facing concerns over liquidity and debt as lockdowns continue, is there a way to distinguish between the winners and losers? Luke Newman, UK equities portfolio manager, gives his thoughts on the opportunities and risks for both long and short investors.

Oil crisis sparks market consolidation

Oil crisis sparks market consolidation

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other risk assets, as negative oil prices put the brakes on the recent v-shaped market recovery.

Fed Watch: the Fed’s third emergency meeting

Fed Watch: the Fed’s third emergency meeting

Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s (Fed) latest efforts to ease financial conditions and why he believes the outlook for financial markets now depends on fiscal policy.

Navigating volatility in fast-evolving markets

Navigating volatility in fast-evolving markets

As the coronavirus-induced economic dislocation becomes more profound, Nick Maroutsos, Co-Head of Global Bonds, discusses positioning within the Absolute Return Income Strategy.

Balanced strategy: keeping to the process
Quick Views Coronavirus

Balanced strategy: keeping to the process

In this video, Marc Pinto, Portfolio Manager on the Janus Henderson Balanced team, reiterates the flexibility and defensive focus of the strategy, giving a broad overview of recent moves towards higher-quality holdings, and readiness to re-evaluate positioning should market conditions change.

Coronavirus: finding a path through uncertainty
Quick Views Coronavirus

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

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.