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.

Latest Insights

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Federal Reserve forcefully reenters markets

Federal Reserve forcefully reenters markets

Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s recent efforts to ease financial conditions and why he believes uncertainty will continue to be a headwind for markets.

Illiquid markets seek targeted policy response

Illiquid markets seek targeted policy response

Ashwin Alankar, Head of Global Asset Allocation, says the market sell-off has increased illiquidity in financial markets and that a targeted policy response is needed to stave off the potential for small business defaults, which would greatly weigh on economic growth. However, options markets now signal more reward than risk in equities.

High yield bonds: dealing with volatile markets

High yield bonds: dealing with volatile markets

Tom Ross, credit portfolio manager, comments on the crisis gripping markets and how the Corporate Credit team is responding in terms of positioning within the Global High Yield and Euro High Yield strategies.

European investment grade credit – tackling the market volatility

European investment grade credit – tackling the market volatility

Tim Winstone, credit portfolio manager, comments on the crisis gripping markets and how the Corporate Credit team is responding in terms of positioning within the European Investment Grade Credit strategy.

Coronavirus update from the Strategic Fixed Income Team

Coronavirus update from the Strategic Fixed Income Team

The spread of the coronavirus across the globe and the oil price war have served to highlight the fragility of the global markets and rattled investors. As concerns for the global supply chains and the health of economies grow, Jenna Barnard, Co-Head of the Strategic Fixed Income Team, shares her views, explaining the steps taken in the team’s portfolios that seek to mitigate the risks.

Perkins CIO outlook: Basic math suggests the low-return world is getting ridiculous

Perkins CIO outlook: Basic math suggests the low-return world is getting ridiculous

Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.

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Secured Credit Insight: European loans ESG — not just green investing

In this view from the Secured Credit desk, Elissa Johnson, Portfolio Manager within the Secured Loans Team, outlines the team’s ESG philosophy, as well as the ratings and trends within the Secured Loans Fund, explaining why there is more than just a ‘green’ colour in the portfolio.

Enhancing liquidity portfolios with shorter dated credits

Anil Shenoy, Head of UK Institutional and Komalpreet Kaur, Institutional Client Account Manager, explain through a client case study how schemes can exploit short-dated, high quality, credit opportunities in the global bond markets to enhance risk-adjusted returns in their liquidity portfolios.

Unconventional Monetary Policy in Australia: Not If, but When

Unconventional Monetary Policy in Australia: Not If, but When

Dan Siluk explains why a slowing economy and limited ability to lower interest rates may force the RBA to resort to unconventional monetary policy.

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US Fed’s emergency rate cut not a cure for volatility

US Fed’s emergency rate cut not a cure for volatility

The US Federal Reserve’s surprise rate cut reflects the increasing uncertainty the US economy and investors currently face. Jim Cielinski, Global Head of Fixed Income, provides his views on what the highly unusual move means for markets and why he believes investors should remain cautious.

2020 EM outlook: country analysis matters

2020 EM outlook: country analysis matters

Daniel Graña, Emerging Market Equity Portfolio Manager, believes that it is critical to have many lenses through which to identify the most compelling investment opportunities and highlights the importance of country analysis in emerging markets.

Coronavirus uncertainty likely to force Fed’s hand

Coronavirus uncertainty likely to force Fed’s hand

Co-Head of Global Bonds Nick Maroutsos explains why markets reacted as they did in the face of the spreading coronavirus and why the US Federal Reserve (Fed) will ultimately have to cut rates to account for the outbreak’s economic impact.