Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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.

Global Fixed Income Compass

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

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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.

The importance of being active: why passive exposure in high yield is not enough
Investment Team Perspectives

The importance of being active: why passive exposure in high yield is not enough

The US high yield market’s modest return in August obscured significant divergence of returns within the index. Portfolio Managers Seth Meyer and Brent Olson discuss why this dispersion demonstrates that opportunities exist in high yield, and why they believe active management is key to capitalising on those opportunities. The Bloomberg-Barclays US High Yield Index was

Don’t let the trade wars detract from Asia’s structural growth story

Don’t let the trade wars detract from Asia’s structural growth story

​Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, discusses the reasons why investors should be less preoccupied by the machinations of the trade war and instead focus on Asia’s long-term structural growth story, strong fundamentals and the diversification benefits that the region can add to a balanced portfolio.

Under the microscope: pioneering companies changing lives

Under the microscope: pioneering companies changing lives

​Andy Acker, Portfolio Manager on the Global Life Sciences Team, seeks companies that are pioneering life-changing innovations. Here, he discusses the cutting-edge developments being made in the medical field by some of these companies.

Trade wars, ESG and demographics in China: your questions answered

Trade wars, ESG and demographics in China: your questions answered

In this Q&A, May Ling Wee, China equities manager, responds to key concerns for investors in China, including the impact of trade friction, environmental, social and governance (ESG) factors as well as demographic issues. She also discusses how this is creating investment opportunities and favoured sectors.

Secured Credit Insight: new EU securitisation regulations made simple

With the new EU securitisation regulations in force since the beginning of the year, Edward Panek, Head of ABS Investment in London and a member of the Secured Credit team, examines the main features of the regulation, sharing the team’s interpretation of the rules.

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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.

Keeping perspective: growth and value stocks

Witnessing the extended run of outperformance by growth stocks over the past decade, investors may be led to believe the present will repeat itself in the future. George Maris, Co-Head of Equities – Americas, urges investors to focus on fundamentals and consider opportunities that exist in both growth and value stocks.

Global equities: a growing watch list of opportunities

Global equities: a growing watch list of opportunities

In this Q&A, Portfolio Manager Steve Weeple discusses why the Janus Henderson Global Equities Team avoids trying to predict economic and political cycles or market sentiment. Instead they take a disciplined, long-term approach, seeking to invest in a portfolio of high-quality, growing companies that have the resilience to weather unforeseen events.

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Global equities: a disciplined approach to market uncertainty

Global equities: a disciplined approach to market uncertainty

​In this Q&A, Portfolio Manager Steve Weeple discusses why the Janus Henderson Global Equities Team avoids trying to predict economic and political cycles or market sentiment. Instead they take a disciplined, long-term approach, seeking to invest in a portfolio of high-quality, growing companies that have the resilience to weather unforeseen events.

Credit where credit’s due

Credit where credit’s due

​Nick Maroutsos and Daniel Siluk, Portfolio Managers on the Absolute Return Income Strategy, discuss the recent negative sentiment in global credit markets and remind us that not all credit is the same; sometimes it pays to delve more deeply into the reasons behind a particular rating.

Value investing: back in favour?

Value investing: back in favour?

​Alec Perkins, Portfolio Manager for Perkins’ Value Strategies, discusses the global themes he expects to impact markets, performance year to date, and why he believes a value-based approach to investing in US equities provides compelling long-term opportunities.