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.

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Delivery and healthcare: Amazon continues to invest in long-term opportunities
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Delivery and healthcare: Amazon continues to invest in long-term opportunities

​Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.

Global Tech: the importance of navigating the hype cycle
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Global Tech: the importance of navigating the hype cycle

Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.

Global Life Sciences: long-term tailwinds in focus
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Global Life Sciences: long-term tailwinds in focus

In this outlook video, Ethan Lovell, Co-Portfolio Manager for the Janus Henderson Global Life Sciences Strategy, explains that scrutiny over drug costs has led to recent volatility in healthcare stocks. The longer-term picture, however, is very encouraging with the sector making dramatic leaps in advanced medicines such as immunotherapy, which provides potentially significant market opportunities.​

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Trade tensions between the US and China: a tech perspective

Global technology equities portfolio manager Brad Slingerlend comments on why escalating trade rhetoric may not materially impact the growth and earnings prospects of the tech sector.

“The King is dead, long live the King!” – real estate and technology
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“The King is dead, long live the King!” – real estate and technology

Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss how real estate is being reinvented and rejuvenated by rapid advances in technology and how their portfolios are actively positioned to gain from these evolving trends.

Electric vehicles: driving growth in semiconductors
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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.

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Amazon’s customer focus and investing for long-term growth should pay off
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Amazon’s customer focus and investing for long-term growth should pay off

Alison Porter, Global Technology equities portfolio manager, comments on Amazon’s most recent quarterly results, which continue to demonstrate the company’s strong position in its cloud infrastructure and paid subscription businesses, as well as growth opportunities in other areas such as advertising.

Where and when to go active – an asset allocator’s view (part 2)
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Where and when to go active – an asset allocator’s view (part 2)

In part two of this two-part mini-series, Nick Watson, portfolio manager with Janus Henderson’s UK-based Multi-Asset Team, discusses why alpha-generating managers are likely to be in ever greater demand, and focuses on dynamics within fixed income. As an allocator to both active funds and passive instruments, he argues it is crucial to consider questions of ‘where’ and ‘when’ when making decisions.

Strategic Fixed Income: disruptive technology and the bond angle
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Strategic Fixed Income: disruptive technology and the bond angle

Rebecca Young, Portfolio Manager within Strategic Fixed Income, highlights interesting start-up businesses that presented at a recent disruptive technology conference and explains why bond managers should take note. She also explains why disruption ties in to the team’s long term deflationary view.

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Global Sustainable Equity: news and opportunities (Q2 2018 update)
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Global Sustainable Equity: news and opportunities (Q2 2018 update)

Hamish Chamberlayne, Portfolio Manager for Janus Henderson’s Global Sustainable Equity strategy, discusses recent developments affecting the world of SRI, and the strategy’s positioning, performance, and activity.

Global Life Sciences: our approach to seeking innovators in cancer therapy
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Global Life Sciences: our approach to seeking innovators in cancer therapy

Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.

Tech stocks: solid demand underpins positive outlook
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Tech stocks: solid demand underpins positive outlook

Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with portfolio companies and prospective investable businesses. Here, they discuss the key takeaways from these trips.