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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Should investors aim high in 2020?

Should investors aim high in 2020?

Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds 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.

Our ‘Integrated ESG’ approach to credit investing

Our ‘Integrated ESG’ approach to credit investing

​Janus Henderson’s Global Corporate Credit Team explain how ESG is integrated into their approach to credit investing.

Secured Credit outlook 2020 — heading for positive but more modest excess returns with increasing dispersion

Secured Credit outlook 2020 — heading for positive but more modest excess returns with increasing dispersion

Colin Fleury, Head of Secured Credit, shares his views on fixed income markets for the year ahead. While 2019 was generally a strong year across risk asset classes, he believes caution may be warranted in 2020.

Search for stable income continues in 2020

Search for stable income continues in 2020

Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.

Fed policy to cast a shadow over 2020

Fed policy to cast a shadow over 2020

Co-Head of Global Bonds Nick Maroutsos identifies the opportunities and risks he sees for fixed income investors in 2020 as the US Federal Reserve’s near-term policy path remains far from certain.

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Tell Tail Signs: November 2019 – Don’t bet on recession or disinflation

​Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class.

Secured Credit Insight: mortgage prisoners given an escape?

Ian Bettney, Portfolio Manager within the Secured Credit Team, examines the recent changes to the laws governing the UK mortgage market and, their impact on the performance of some pre-crisis UK non-conforming residential mortgage-backed securities (RMBS).

E-commerce continues to disrupt retail real estate

E-commerce continues to disrupt retail real estate

As physical retail spaces like shopping malls lose relevance, they are often replaced by warehouses and distribution centres that support the growing e-commerce model. Janus Henderson’s Global Property Equities Team believes this trend is causing disruption – and creating opportunities – within the real estate sector.

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Demographics reshape the real estate landscape

Demographics reshape the real estate landscape

In this video update Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team explain that, as baby boomers retire and millennials enter the workforce, their changing housing needs and preferences are creating opportunities for companies to meet the demands of these growing population segments.

Cash is king for DB pensions

Cash is king for DB pensions

Norbert Fullerton, our Head of Institutional Client Strategy, EMEA, sets out how cash-flow driven investing (CDI) is pivotal for DB pension funds navigating their end-game strategies, helping to reduce funding level volatility, boost investment returns and produce income to meet cash-flow requirements.

Multi-Asset Credit Fund: 7-up and still fizzing

Multi-Asset Credit Fund: 7-up and still fizzing

With the fund currently celebrating its seventh anniversary, members of the Secured Credit Team and co-managers of the fund, Colin Fleury, Head of Secured Credit and David Milward, Head of Loans, share their thoughts on lessons learnt over the years and their views going forward.