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.

Fixed Income Perspectives

Quarterly insight from our fixed income team to help clients navigate the markets and opportunities ahead.

Alternative Perspectives

Quarterly insight from our diversified alternatives team to help clients navigate the markets and opportunities ahead.

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Alterations at the fast fashion industry

Alterations at the fast fashion industry

Ama Seery, ESG analyst on the Global Sustainable Equity Team, and Charlotte Nisbet, Governance and Responsible Investment Analyst, explore the environmental damage associated with the fast fashion trade and how some companies are changing the shape of the industry.

The political struggle among Hong Kong, China and the United States

The political struggle among Hong Kong, China and the United States

Portfolio Manager Jennifer James explains why she believes China’s introduction of the National Security Law for Hong Kong is more about politics than economics

Beyond the nadir

Beyond the nadir

Just over two months has passed since markets dramatically sold off as the COVID-19 pandemic unfolded. There is much talk of the ‘new normal’ in every aspect of our lives, but what does this mean for fixed income? Nick Maroutsos, Dan Siluk and Jason England, co-managers of the Absolute Return Income strategy, answer some of the key questions.

The coronavirus will persist and investors should adapt

The coronavirus will persist and investors should adapt

Greg Kolb, Chief Investment Officer for Perkins Investment Management*, reviews the state of markets in the wake of the coronavirus, and discusses why he thinks investors would do well to consider the functional challenges facing certain business models, and the reasonable upside scenario for certain beaten-up areas of the market.
*Perkins Investment Management is a subsidiary of Janus Henderson.

COVID-19: What will it take to reopen the economy?

COVID-19: What will it take to reopen the economy?

In this latest instalment of our video series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’ fatality rate and the latest news in vaccine development.

Secured loans update: to default, or not to default, that is the question

Secured loans update: to default, or not to default, that is the question

Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team, discusses the probability of corporate defaults in the aftermath of the Covid-19 crisis and whether the risks are priced in.

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After the Virus: A Binary World

As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Global Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.

Finding value in the Covid-19 crisis – an ABS view

Colin Fleury, Head of Secured Credit, London; Denis Struc and Ian Bettney, portfolio managers within the Secured Credit Team, discuss the merits of an allocation to asset‑backed securities (ABS) within diverse multi‑sector credit portfolios.

Equity’s response to the COVID-19 pandemic: proceed with caution

Equity’s response to the COVID-19 pandemic: proceed with caution

Citing downward earnings revisions and bearish signals gleaned from options markets, Head of Global Asset Allocation, Ashwin Alankar expresses concern that the recent rally in risk assets ignores potential headwinds facing the US economy due to lower consumption.

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COVID-19: Understanding the science & investment implications (Part 5)

COVID-19: Understanding the science & investment implications (Part 5)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

Global equity market neutral: tools of the trade

Global equity market neutral: tools of the trade

The coronavirus pandemic has challenged many accepted paradigms within the investment world. In this article Steve Johnstone, Portfolio Manager, outlines some of the tools that a flexible global equity market neutral strategy can deploy to try and generate performance in all market environments.

After the crisis: finding long-term value in US small cap stocks

After the crisis: finding long-term value in US small cap stocks

Portfolio Manager Justin Tugman discusses factors to consider when seeking small cap stocks that can not only survive the COVID-19 crisis but could potentially deliver value over the long term.