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.

Fixed Income Perspectives

Quarterly insight from our fixed income team 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.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

The Amazonisation effect and bonds
Mega Trends

The Amazonisation effect and bonds

In this webcast, John Pattullo, Co-Head of Strategic Fixed Income, will share his thoughts on digital disruption, with Amazon as the leading example of how this new structural force can erode margins, put established businesses at risk and send deflationary waves across the economies. Bond fund managers need to rethink their strategies carefully to profit from this trend.

Change is nothing new
Mega Trends

Change is nothing new

Businesses such as Amazon and Google are challenging more than just the digital landscape, but is this simply the latest evolution of disruption in markets?

Keep Up! Technological disruption is accelerating
Mega Trends

Keep Up! Technological disruption is accelerating

Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring.

‘The only thing that is constant is change’
Mega Trends

‘The only thing that is constant is change’

​Disruption is a constant process and any successful investment strategy must take this into account. Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the opportunities that disruption can offer in the Asia region.

China: the next wave of tech disruptors
Mega Trends

China: the next wave of tech disruptors

Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.

The Chinese disruption paradox
Mega Trends

The Chinese disruption paradox

Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.

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

HGI_DNA_1
Generational investing: the world according to generation selfie (part 1)
Mega Trends

Generational investing: the world according to generation selfie (part 1)

Dr Paul Redmond, Director of Student Life at the University of Manchester in the UK, explains the key findings of his work on ‘generational theory’ and the implications in a fast-changing world. In this, the first of a two part series, Dr Redmond explains the motivations and values of Generation Y and how these impact their behaviour as investors and consumers.

Electric vehicles: driving growth in semiconductors
Mega Trends

Electric vehicles: driving growth in semiconductors

Doug Rao, Co-portfolio Manager for the US Concentrated Growth Strategy, shares why he believes semiconductor content in autos could grow at a double-digit rate over the next decade.

The ‘haves’ and ‘have-nots’ in the game of disruption
Mega Trends

The ‘haves’ and ‘have-nots’ in the game of disruption

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how an uneven geographical divide in technology is melding with a world of divergent growth and interest rate outlooks

Subscribe for relevant insights delivered straight to your inbox

Global Technology: investing in innovation
Mega Trends

Global Technology: investing in innovation

Richard Clode, portfolio manager in the UK-based Janus Henderson Global Technology Team, discusses the concept of innovation, its importance in the team’s investment decisions and where the most attractive opportunities currently are.

Sustainability & disruption: natural twins
Mega Trends

Sustainability & disruption: natural twins

Hamish Chamberlayne, Portfolio Manager of the Global Sustainable Equity Strategy, discusses how these interlinked themes are penetrating every sector of the economy

ESG KPIs report – Janus Henderson Global Sustainable Equity Fund
Mega Trends

ESG KPIs report – Janus Henderson Global Sustainable Equity Fund

Environmental, social, and governance (ESG) factors can have a material impact on financial returns. This report highlights some of the most material and quantifiable ESG and human rights key performance indicators (KPIs) for the Janus Henderson Global Sustainable Equity Fund.