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

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?

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.

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.

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.

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.

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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 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.

Value and growth in the current market

Value and growth in the current market

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

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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.

Six ways to succeed with SRI

Six ways to succeed with SRI

Investing sustainably requires a clearly defined approach that is aligned with the financial goals of all parties and then implemented with discipline and consistency. In the first article of a new series, Hamish Chamberlayne, Head of SRI, outlines how to achieve this.

Global Sustainable Equity: news and opportunities (Q3 2019)

Global Sustainable Equity: news and opportunities (Q3 2019)

​​Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity Fund, discusses recent developments affecting the world of Sustainable & Responsible Investment (SRI), and the Strategy’s positioning, performance, and activity.