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.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Coronavirus uncertainty likely to force Fed’s hand

Coronavirus uncertainty likely to force Fed’s hand

Co-Head of Global Bonds Nick Maroutsos explains why markets reacted as they did in the face of the spreading coronavirus and why the US Federal Reserve (Fed) will ultimately have to cut rates to account for the outbreak’s economic impact.

Markets fear a global coronavirus pandemic

Markets fear a global coronavirus pandemic

Paul O’Connor, Head of the UK Multi-Asset Team, considers the potential impact on global economic growth as concerns grow about the spread of the COVID-19 coronavirus beyond China.

Recent fallen angels — a spectre of BBB downgrades to come?

Recent fallen angels — a spectre of BBB downgrades to come?

Tom Ross, corporate credit portfolio manager, shares his views on fears of a surge in fallen angel bonds in 2020.

Reflecting on coronavirus’ impact on bond markets

Reflecting on coronavirus’ impact on bond markets

Co-Head of Global Credit Research and Portfolio Manager, John Lloyd, discusses the large moves yesterday (Monday 24 February, when the video was recorded) in many fixed income markets due to heightened coronavirus concerns and outlines the benefit of active management amid the volatility.

Expected drawdowns – How much money should I lose?

Expected drawdowns – How much money should I lose?

Can historical and simulated data provide some guidance to what scale of asset price swings investors could expect over time? In this article Portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, address the value of drawdown probabilities in helping to calibrate our expectations of price moves.

Emerging Market Equities: China in uncharted territory

Emerging Market Equities: China in uncharted territory

Following a recent research visit, Emerging Market Equity Portfolio Manager Daniel Graña provides his views on China and believes that the golden age of the Chinese economic boom is over. As a result he believes that investor expectations should be reset lower and that infrastructure investment remains the last reliable lever that the Chinese policymakers have to manage the economy’s trajectory.

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
Coronavirus contagion concerns
Quick Views China Global

Coronavirus contagion concerns

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from a purely asset allocation perspective.

Meeting the challenge: fixed income investing in 2020

With Europe characterised by negative rates and subdued bond yields, Nick Maroutsos, Co-Head of Global Bonds, explains how the team seek to meet the objectives of an absolute return fixed income portfolio.

Brexit day: shift gets real

Brexit day: shift gets real

As the UK’s membership of the EU officially ends, Paul O’Connor, Head of the UK Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process, and considers what that might mean for investors.

Subscribe for relevant insights delivered straight to your inbox

Farewell Governor Carney; making room for Governor Bailey

Farewell Governor Carney; making room for Governor Bailey

The Bank of England kept its Bank Rate steady at 0.75% at their meeting on Thursday 30 January. Bethany Payne, Portfolio Manager within Global Bonds, believes that today’s decision has bought time for the new governor, Andrew Bailey, giving him room to act proactively should the need arise.

Market GPS Investment Outlook 2020
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.

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.