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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A closer look at explicit portfolio protection

A closer look at explicit portfolio protection

Steve Cain, Diversified Alternatives Portfolio Manager, discusses how incorporating a portfolio protection strategy within Multi Strategy portfolios may offer “crisis alpha” during extreme market conditions.

Are dividends risky business? REITs can offer some sustainability

Are dividends risky business? REITs can offer some sustainability

Pressure to offer rent deferrals during COVID-19 lockdowns could put dividends paid by real estate investment trusts (REITs) at risk. However, it is becoming increasingly evident that some property sectors may be better able to weather the crisis, according to Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team.

COVID-19: outlook for dividends in 2020

COVID-19: outlook for dividends in 2020

Ben Lofthouse, Head of Global Equity Income, and Jane Shoemake, Investment Director, assess the outlook for global dividends given the wide-reaching implications from the COVID-19 pandemic.

Coronavirus: how sustainable are dividends in Asia?

Coronavirus: how sustainable are dividends in Asia?

In this article, Mike Kerley, Asian equity income portfolio manager, shares his views on whether Asian companies will follow the recently announced dividend cuts in the US, UK and Europe, the reasons for taking a positive view on dividend sustainability in Asia, as well as portfolio positioning amid the coronavirus uncertainty.

What now for global equity income investors?

What now for global equity income investors?

Ben Lofthouse, Head of Global Equity Income, believes that despite the difficulty in providing a short-term outlook due to the unprecedented nature of this tragic coronavirus pandemic, investors are likely to see long-term opportunities from current equity market yields and valuations.

Income diversification in the time of coronavirus

Income diversification in the time of coronavirus

Laura Foll, UK income equities portfolio manager, highlights the role of diversification in an investing environment of continuing uncertainty.

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.

UK equities: diversification is paramount in uncertain times

UK equities: diversification is paramount in uncertain times

Laura Foll, UK equities portfolio manager, provides an update on the market amid the coronavirus outbreak and oil supply price war, as well as what may be instore for UK income investors.

2020 outlook: Asia still attractive for income

2020 outlook: Asia still attractive for income

Mike Kerley, Asian income equities portfolio manager, provides the reasons why he maintains an optimistic outlook for Asia and its prospects for delivering income to investors.

An evolving role for Asian dividend-paying stocks (EMEA)

An evolving role for Asian dividend-paying stocks (EMEA)

In this video, Sat Duhra, Co-Manager of the Asian Dividend Income Strategy with Mike Kerley, discusses the sectors that are likely to offer the most attractive dividends and, how improving corporate governance is boosting the dividend culture in Asia. Sat also examines portfolio positioning and key risks for investors.

Asian dividend growth: mostly decoupled from global turbulence

Asian dividend growth: mostly decoupled from global turbulence

Sat Duhra, Co-Manager of the Janus Henderson Asian Dividend Income Strategy along with Mike Kerley, explains why Asia is leading the way in dividend growth. Sat also identifies the best dividend-paying sectors and discusses the impact of ongoing US-China trade friction on portfolio positioning.