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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UK property 2020 outlook: steady income & asset management

UK property 2020 outlook: steady income & asset management

In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses opportunities and risks within UK commercial property in 2020 and examines key themes that are relevant to the fund’s strategy.

Janus Henderson UK Property PAIF Webcast Update

Janus Henderson UK Property PAIF Webcast Update

Since the Brexit referendum the Janus Henderson UK Property PAIF has continued to hold a higher level of cash in the face of continued political and market uncertainty, and remains open for dealing.

UK Property: a focus on stable income

UK Property: a focus on stable income

In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines recent fund and market performance, discusses key factors the team consider as part of their investment process, highlights portfolio positioning and provides her outlook for the asset class.

Managing property for the long term

Managing property for the long term

​Ainslie McLennan and Marcus Langlands Pearse, Co-Managers of the Janus Henderson UK Property PAIF, look back at 10 years of managing the fund together and ahead at the changing dynamics of the UK commercial property market.

Global REITs: mid-year report card

Global REITs: mid-year report card

Guy Barnard and Tim Gibson, Co-Heads of the Global Property Equities Team, provide a mid-year review on the performance of global REITs and their outlook for the rest of 2019. Everyone loves completing their half yearly review. So we thought we would provide one for global real estate investment trusts (REITs). How did global REITs

Retail: adapting to change

Retail: adapting to change

Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines the structural changes taking place within retail and the impact on physical bricks and mortar stores.

What Knowledge. Shared means for you

At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. 

We call this ethos Knowledge. Shared

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REITS – “What have you done for me lately?”

​‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the third article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss the recent performance of REITs and the diversification benefits they can provide.

Building efficiency

​Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the importance of a sustainable approach to investing in the UK commercial property market.