Global Perspectives

Global Dividend Index

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

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.

Global Fixed Income Compass

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

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Brexit update – curb your enthusiasm
Quick Views Brexit UK

Brexit update – curb your enthusiasm

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations. 

UK Absolute Return: flexibility key amid market rotation

UK Absolute Return: flexibility key amid market rotation

Luke Newman, portfolio manager on the UK Absolute Return strategy, outlines positioning in light of the recent rotation in equity markets. He also discusses the importance of investing in highly liquid areas of the market.

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.

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.

Quick view: UK prorogation fever
Quick Views Brexit UK

Quick view: UK prorogation fever

Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset team, discusses the abrupt escalation in hostilities between the UK Parliament and a bellicose Prime Minister. After continually refusing to rule out suspending the UK Parliament – known as prorogation, Prime Minister (PM) Boris Johnson has now done so, using an administrative process by asking the Queen