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.

Janus Henderson Corporate Debt Index

The Corporate Debt Index is the first edition in a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.

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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Strategic Fixed Income: from bond glut to bond drought

Strategic Fixed Income: from bond glut to bond drought

Nicholas Ware, Portfolio Manager in the Strategic Fixed Income Team, explains why he believes the second half of 2020 will see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.

Bonds / equities aren’t giving different messages

Bonds / equities aren’t giving different messages

The strong rally in equities since late March contrasts with static longer-term government bond yields, causing some to argue that economic expectations in the two markets are out of sync, the suggestion being that a pessimistic bond market is smarter.

An historic day for Europe
Quick Views Coronavirus

An historic day for Europe

Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the European Union’s landmark coronavirus recovery package, agreed after four days and four nights of negotiations.

A focus on UK commercial property

A focus on UK commercial property

Simon Hillenbrand, Head of UK Retail, and Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, answer questions relating to the dealing suspension of the PAIF, along with its feeder fund, and the outlook for the asset class.

Chinese stockbuilding cycle aligned with global upswing

Chinese stockbuilding cycle aligned with global upswing

The global stockbuilding (inventory) cycle is judged here to have bottomed in H1 2020, probably Q1. The cycle acted as a drag on global economic momentum in 2018-19 but is now scheduled to provide a tailwind at least through end-2021.

Investing sustainably through the COVID crisis

Investing sustainably through the COVID crisis

Hamish Chamberlayne, Head of Global Sustainable Equities, explains how the Global Sustainable Equity Strategy has fared through the COVID crisis so far and discusses how they have navigated the recent market rotation from growth to value factors.

COVID-19: implications of rising cases in the US

COVID-19: implications of rising cases in the US

Unlike some countries that have flattened the curve, the US is experiencing a sharp rise in COVID-19 cases. In this video — part of a series on the scientific and investment implications of COVID-19 —Biotech Analyst, Agustin Mohedas, explains why the US trajectory has diverged, noting how the outbreak’s dynamics are changing and what that could mean for the next phase of the pandemic.

Janus Henderson Global Equity Fund: 10-year milestone

Janus Henderson Global Equity Fund: 10-year milestone

The Janus Henderson Global Equity Fund (Unit Trust) recently reached a 10-year milestone as an unconstrained, concentrated and high conviction Global Equities Strategy. Fund Manager Gordon Mackay explains how the same disciplined investment approach has been employed over the last decade, which has provided strong absolute and relative performance.

Global data flow supporting “V” scenario

Global data flow supporting “V” scenario

Global six-month real money growth – on both narrow and broad definitions – is estimated to have risen to another post-WW2 high in June, based on data for the US, China, Japan, Brazil and India, which have a combined two-thirds weighting in the G7 plus E7 aggregates calculated here.

Mispriced odds: play your cards right

Mispriced odds: play your cards right

Jamie Ross, Portfolio Manager of the Pan European Equity Strategy, and Analyst Redinel Korfuzi, explain how the market can often misprice companies and discuss what they look for to find payoff potential in undervalued stocks.

Avoiding a retest

Avoiding a retest

In this video Tom Ross, corporate credit portfolio manager at Janus Henderson Investors explains why he believes the credit spread wides of March for high yield bonds are unlikely to be retested.

Keep the seatbelts fastened

Keep the seatbelts fastened

Paul O’Connor, Head of the UK-based Multi-Asset Team, gauges the potential for a sustained cross-asset recovery as the world adapts to a new paradigm, one where COVID-19 remains a persistent risk factor for investors.