Global Perspectives

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

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Chinese equities: investing in innovation

Chinese equities: investing in innovation

Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.

Secured Credit Insight: definitely a time for being active

Secured Credit Insight: definitely a time for being active

Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team examines the level of dispersion in leveraged credit markets and questions whether average market spread levels are becoming increasingly meaningless.

A hawkish rate cut

A hawkish rate cut

A pause after October’s rate cut in the US may make sense in the short term, but greater accommodation may be necessary over the long haul.

High yield: blurred lines in valuations create opportunities

High yield: blurred lines in valuations create opportunities

In this video update, Tom Ross, corporate credit portfolio manager, looks at conditions in the high yield bond market, exploring how technical conditions, dispersion among credits and blurred lines in valuations are creating opportunities.

The role of bonds in a negative rate world

The role of bonds in a negative rate world

Despite the ultra-low interest rate environment, Jim Cielinski, Global Head of Fixed Income, discusses bond’s role as a diversifier in a broad portfolio.

Energy: A Sector in Transition

Energy: A Sector in Transition

The energy sector as a whole has been the weakest-performing global high-yield sector. Our corporate credit team delves into the challenges facing high-yield energy issuers today.

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

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Low yield is not no yield: Opportunities in structured credit

Our structured credit team highlights attractive aspects of the securitized market, including relatively short durations, high-quality credit ratings and attractive yields

The perceived lunacy of negative yields

John Pattullo, Co-Head of Strategic Fixed Income, explores the phenomenon of negative -yielding bonds; how they came about, why anyone might buy them and whether they are here to stay.

Draghi: whatever he could
Quick Views Europe

Draghi: whatever he could

Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset Team, comments on the imminent departure of Mario Draghi’s as ECB leader on 31 October 2019, as the ECB itself potentially reaches the limits of what it can achieve using the levers of monetary policy.

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Investment roundtable: Views on the global economic outlook

Investment roundtable: Views on the global economic outlook

Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.

Value and growth in the current market

Portfolio Manager Kevin Preloger discusses the implications for value investing in a market receiving mixed signals.

Key takeaways:

After a sustained period of growth stock leadership, the market saw a rotation into value in September, which may be a harbinger of broader leadership change

There may be bargains in the financial, energy and consumer discretionary sectors but there are also specific concerns

Whether there will be a longer-term pendulum swing to value remains to be seen. Regardless, we believe it is important to be selective as some value opportunities appear higher quality than others

What it takes to be an effective ESG ‘activist’

What it takes to be an effective ESG ‘activist’

Although Head of SRI, Hamish Chamberlayne, champions sustainability every day, it takes authenticity and a desire to take part in resolving real world issues to make any meaningful dent in environmental and social challenges.