Global Perspectives

Global Dividend Index

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

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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.

Global Fixed Income Compass

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

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UK/US equities: reversal of fortunes?
Mega Trends North America UK

UK/US equities: reversal of fortunes?

In this video, Luke Newman, Fund Manager, discusses the opportunities that he sees in UK domestic equities and why the tides may be turning for some US companies.

Under the microscope: pioneering companies changing lives

Under the microscope: pioneering companies changing lives

​Andy Acker, Portfolio Manager on the Global Life Sciences Team, seeks companies that are pioneering life-changing innovations. Here, he discusses the cutting-edge developments being made in the medical field by some of these companies.

Attaching a price to bond market liquidity

​Portfolio Manager John Fujiwara and Research Analyst Lucy Holden discuss how low yields and volatile markets reinforce the risk premium commanded to provide bond market liquidity.

Life in the conflict zone

Life in the conflict zone

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.

Tug of war: slowing growth versus easing monetary policy

Tug of war: slowing growth versus easing monetary policy

The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.