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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2020 vision — clearer opportunities within European secured loans

2020 vision — clearer opportunities within European secured loans

Elissa Johnson, Co-Manager of the Secured Loans Fund and Oliver Bardot, Associate Portfolio Manager within the Secured Loans Team, evaluate risks and opportunities in the European loans market in 2020 and how they might impact their portfolios.

ECB — one for the specialists

ECB — one for the specialists

Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of today’s European Central Bank meeting, which as he explains was expected to be the hors d’oeuvre of the ECB’s policy review; in reality it was more akin to a notification that the ECB would be cooking dinner.

Global prospects 2020: a game of two halves

Global prospects 2020: a game of two halves

Andrew Mulliner, Portfolio Manager within Global bonds, believes that 2020 will prove to be a year of two halves with a rosier outlook likely later in the year. He cautions, however, that attractive opportunities might be harder to come by given downside risks such as a re-escalation of trade wars and uncertainty from the US elections.

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.

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.

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.

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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).

A hawkish rate cut

A pause after October’s rate cut in the US may make sense in the short term, but greater accommodation may be necessary over the long haul.

High yield: blurred lines in valuations create opportunities

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.

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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.

The perceived lunacy of negative yields

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.

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.