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.

Fixed Income Perspectives

Quarterly insight from our fixed income team 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.

Alternative Perspectives

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

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Markets fear a global coronavirus pandemic

Markets fear a global coronavirus pandemic

Paul O’Connor, Head of the UK Multi-Asset Team, considers the potential impact on global economic growth as concerns grow about the spread of the COVID-19 coronavirus beyond China.

Emerging Market Equities: China in uncharted territory

Emerging Market Equities: China in uncharted territory

Following a recent research visit, Emerging Market Equity Portfolio Manager Daniel Graña provides his views on China and believes that the golden age of the Chinese economic boom is over. As a result he believes that investor expectations should be reset lower and that infrastructure investment remains the last reliable lever that the Chinese policymakers have to manage the economy’s trajectory.

Coronavirus contagion concerns

Coronavirus contagion concerns

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from a purely asset allocation perspective.

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.

Investment roundtable: Views on the global economic outlook

Investment roundtable: Views on the global economic outlook

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

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.

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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.

Quick view: Chinese yuan depreciates to critical level against the US dollar
Quick Views China

Quick view: Chinese yuan depreciates to critical level against the US dollar

Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.

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.

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