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.

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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.

Solving a hard problem with a simple model

Solving a hard problem with a simple model

In this article, portfolio manager Aneet Chachra considers the potential benefits of a simple tactical allocation model based on trailing relative returns when looking at US vs emerging markets, and the importance of moving quickly when making investment decisions.

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.

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.

Low yield is not no yield: Opportunities in structured credit

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

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Investment roundtable: Views on the global economic outlook

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

Growth slowing but precipitous drop unlikely
Global Perspectives

Growth slowing but precipitous drop unlikely

Although the current economic expansion is ageing (bringing us nearer to a recession) leading indicators do not indicate a sharp contraction. What could that mean for equity investors? Director of Research Carmel Wellso explains.

Selling volatility – is the juice still worth the squeeze?
Global Perspectives

Selling volatility – is the juice still worth the squeeze?

Are investors being sufficiently compensated for taking asymmetric risk? In this article, portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, evaluate changing market conditions for equity volatility in the US and UK.

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Powerplay: geopolitical manoeuvres and their corporate impact

Powerplay: geopolitical manoeuvres and their corporate impact

​Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.

Globalisation: Sorry, Donald, it’s here to stay

Globalisation: Sorry, Donald, it’s here to stay

Jim Cielinski, Global Head of Fixed Income, explains why globalisation is here to stay despite heightened populism.

Tug of war: slowing growth versus easing monetary policy

Tug of war: slowing growth versus easing monetary policy

The US Federal Reserve’s policy shifts have helped support markets in 2019. US Fixed Income managers, Darrell Watters, Mayur Saigal and Mike Keough, share their views on the likelihood, timing and scale of any rate cuts in the coming months.