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.

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European equities: remaining valuation aware in 2020

European equities: remaining valuation aware in 2020

In this video, European equities portfolio manager Ollie Beckett discusses the opportunities for European smaller companies in 2020 and explains the themes that he believes will be important in the months ahead.

Draghi: whatever he could
Quick Views Europe

Draghi: whatever he could

Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset Team, comments on the imminent departure of Mario Draghi’s as ECB leader on 31 October 2019, as the ECB itself potentially reaches the limits of what it can achieve using the levers of monetary policy.

Quick view: ECB – Super Mario 2 (kitchen sink edition)
Quick Views Europe

Quick view: ECB – Super Mario 2 (kitchen sink edition)

Andrew Mulliner, Portfolio Manager on the Global Bonds Team, reflects on the European Central Bank’s decision to cut rates and bring back quantitative easing.

Strategic Fixed Income: reflation for now, but will it last?

Strategic Fixed Income: reflation for now, but will it last?

John Pattullo, Co-Head of Strategic Fixed Income, shares his views on why the ‘Trump bump’ should not be confused with a permanent return of growth and inflation.

Trump-o-nomics: the importance of US-aligned portfolio positioning

Trump-o-nomics: the importance of US-aligned portfolio positioning

John Pattullo, Co-Head of Strategic Fixed Income, looks at the impact of the Trump victory on the financial markets and provides his assessment of the likely effects and success of his policies.