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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Rise of robotics
Mega Trends

Rise of robotics

Over the past five years there has been an increasing number of bold pronouncements around what many are labelling the fourth industrial revolution. Wherever you look commentators are heralding the advancement of robotics as a real and present threat to the workforce. Arjun Bhandri, Analyst within the Strategic Fixed Income team looks at the rising trend in robotics and the implications for humans, as well as the global economy.

Essentials: Overview of the Janus Henderson Horizon China Fund

Essentials: Overview of the Janus Henderson Horizon China Fund

In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson Horizon China Fund.

Topics covered include:

• Fund objective and investment approach
• Why invest in Chinese stocks?
• How does the fund use shorts to generate additional returns?
• Why invest in the fund?

Essentials: the Janus Henderson China Opportunities Fund in three minutes

Essentials: the Janus Henderson China Opportunities Fund in three minutes

In this ‘Essentials’ video, Charlie Awdry, China equities manager, provides a brief introduction to the Henderson China Opportunities Fund.
Topics covered include:
• Fund objective and investment approach
• Why invest in Chinese stocks?
• Why invest in the fund?

Strategic Fixed Income: reflation narrative exaggerates longer-term reality

Strategic Fixed Income: reflation narrative exaggerates longer-term reality

Since June, US 10-year Treasury yields have risen and developed economies have witnessed a reflationary uptick, while markets have focused heavily on the next US rate hike in December as well as the prospects of imminent fiscal expansion. John Pattullo, Co-Head of Strategic Fixed Income, believes markets may be getting a little carried away by the reflation narrative.

Essentials: the Pan European Equity strategy in three minutes

Essentials: the Pan European Equity strategy in three minutes

In this ‘Essentials’ video, European equities manager Tim Stevenson provides a summary of the Henderson Horizon Pan European Equity strategy. He explains what differentiates the fund and explains where the opportunities currently lie within European equities.

Fintech jargon buster
Mega Trends

Fintech jargon buster

Within the ‘fintech’ Future Trends theme there are a number of widely-used terms that are interpreted in different ways. Here we provide a high-level summary of what these mean.

Essentials: The Asian Dividend Income Strategy in three minutes

Essentials: The Asian Dividend Income Strategy in three minutes

In this ‘Essentials’ video, Sat Duhra provides an overview of the Henderson Asian Dividend Income Strategy that he co-manages with Michael Kerley. The strategy is designed to capture the strong income and dividend growth potential of Asian equities.

Buy investment grade, wear diamonds

Buy investment grade, wear diamonds

​John Pattullo, Co-Head of Strategic Fixed Income, offers his views on credit markets and the prospects for the global economy.

Creative disruption: a shifting investment backdrop
Mega Trends

Creative disruption: a shifting investment backdrop

Arjun Bhandari, Analyst within Henderson’s Strategic Fixed Income Team, looks at several disruptive trends in the economy and how their interaction may be contributing to the current low growth, low inflation environment.

Essentials: European value strategy in three minutes

​In this ‘Essentials’ video, Nick Sheridan outlines his value-focused European equities strategy, designed to identify larger European companies listed in, or operating in, core European markets. His differentiated process focuses on businesses with stable margins and high barriers to entry, and which he believes have been fundamentally mis-priced by the market. Nick covers:
• Value investing – the power of compounding
• Core Europe – uncovering opportunities in the region
• Quality stocks on a discount to book price
• Value in prospective growth

Essentials: the Global Equity Income Strategy in three minutes

Essentials: the Global Equity Income Strategy in three minutes

In this ‘Essentials’ video, Andrew Jones provides an overview of the Global Equity Income Strategy that he co-manages with Ben Lofthouse. The strategy is designed to offer a blend of capital and income growth from dividend-paying companies over the long term, and may be suitable for investors looking for a diversified portfolio spread across countries

The Alternative View: Brexit, in the market’s opinion

The Alternative View: Brexit, in the market’s opinion

​In this series of views from Henderson’s Multi-Strategy team, Fund Managers Steve Cain, Mark Richardson and Aneet Chachra examine the extent to which ‘Brexit’ is priced into currency options and betting markets.