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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European equities: stay the course in 2020

European equities: stay the course in 2020

In this video, John Bennett, Director of European Equities, discusses what he believes 2020 holds for the asset class.

Revised money data suggesting global recovery stall
Global Perspectives

Revised money data suggesting global recovery stall

The Fed last week released the results of its annual revision of monetary data to incorporate updated seasonal factors and a new quarterly benchmark.

Global Sustainable Equity: news and opportunities (Q4 2019)

Global Sustainable Equity: news and opportunities (Q4 2019)

Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity Fund, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI), and the Fund’s positioning, performance, and activity.

High yield: hunting in the crossover space

High yield: hunting in the crossover space

In this video, Tom Ross, corporate credit portfolio manager, discusses the global high yield market, exploring the near term outlook, whether defaults might pick up and where they are seeing the best opportunities.

Auspicious times ahead in the Year of the Rat?

Auspicious times ahead in the Year of the Rat?

As China welcomes in the Lunar New Year, Charlie Awdry, China equities portfolio manager, talks about the impact of the recent trade deal and portfolio positioning.

Is US monetary strength reversing?
Global Perspectives

Is US monetary strength reversing?

US money growth, on a range of measures, picked up significantly during H2 2019.

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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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ECB — one for the specialists

Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of today’s European Central Bank meeting, which as he explains was expected to be the hors d’oeuvre of the ECB’s policy review; in reality it was more akin to a notification that the ECB would be cooking dinner.

UK employment rise no obstacle to rate cut
Global Perspectives

UK employment rise no obstacle to rate cut

UK rate cut sceptics argue that a rise of 135.000, or 0.5%, in the number of employees in the three months to November from the prior three months signals a strong labour market and will give MPC doves a reason to climb down.

Our ‘integrated ESG’ approach to credit investing

Our ‘integrated ESG’ approach to credit investing

​Janus Henderson’s Global Corporate Credit team explain how ESG is integrated into their approach to credit investing.

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Chinese firms less downbeat on credit conditions
Global Perspectives China

Chinese firms less downbeat on credit conditions

A fall in Chinese money growth during H2 2019, especially in real terms, suggests that the economy will remain weak through H1 2020.

Early 2020 money data key for global outlook
Global Perspectives China

Early 2020 money data key for global outlook

Six-month growth of global (i.e. G7 plus E7) real narrow money is estimated to have been unchanged at 2.4% (not annualised) in December, based on monetary data covering 70% of the aggregate and near-complete CPI inflation data.

US equities: Staying focused on long-term growth themes in 2020

US equities: Staying focused on long-term growth themes in 2020

US equities portfolio managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.