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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Active and passive investing – all in the blend
Mega Trends

Active and passive investing – all in the blend

Janus Henderson Co-CEO Dick Weil talks to Bloomberg TV about the benefits of combining an active and passive approach to investing. He also provides his view on the risk of crowded trades, the scope for interest rate rises, and taking advantage of growth in the Chinese market.

Dispelling the myths of sustainable investment
Mega Trends

Dispelling the myths of sustainable investment

In this video presentation, Hamish Chamberlayne, Portfolio Manager within Janus Henderson’s Global Sustainable and Responsible Investment Team, dispels the major myths about sustainable investment. He explains how environmental and social megatrends will accelerate the transition to a low carbon economy and discusses some of the investment areas that stand to be disrupted.

Mega Trends

A shot in the arm for the UK life sciences industry?

The UK government recently revealed its ambitious Life Sciences Industrial Strategy and pledged £146m to support health care-related projects. In this Q&A, Ethan Lovell, co-portfolio manager of the Janus Henderson Global Life Sciences Strategy, provides his take on these initiatives.

Medical moonshots: how might investors approach gene-therapy stocks?
Mega Trends

Medical moonshots: how might investors approach gene-therapy stocks?

Ethan Lovell, co-portfolio manager of the Janus Henderson Global Life Sciences Strategy explains why medical moonshots are successful only after many years of research. He believes that a long-term approach to investment is therefore warranted.

Quick view: Electric shock for dirty diesel
Mega Trends

Quick view: Electric shock for dirty diesel

Following the news that Britain is to ban the sale of all diesel and petrol cars and vans from 2040 – a trend gathering momentum across Europe – two of Janus Henderson’s investment teams provide their reactions.

Factor timing – You’re doing it wrong!
Mega Trends

Factor timing – You’re doing it wrong!

The quantitative finance world has recently been transfixed by its version of the East Coast/West Coast feud. But instead of Brooklyn versus Compton rappers, it’s their suburban cousins Greenwich versus Newport Beach arguing over factor timing.

What Knowledge. Shared means for you

At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. 

We call this ethos Knowledge. Shared

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10 reasons for active management in fixed income
Mega Trends

10 reasons for active management in fixed income

We believe that active management has an important role to play in investment portfolios. Here, we highlight 10 reasons, each supported by a chart, to demonstrate why active management can be valuable when investing in fixed income.

The case for active managers in a post-QE world
Mega Trends

The case for active managers in a post-QE world

Nick Watson, Fund Manager within Henderson’s Multi-Asset Team, explores the strengthening case for allocating to actively managed strategies. While the team is able to allocate to passive and active vehicles, Nick explains that market drivers currently support the case for the latter.

The Curse of the ETF Tourist
Mega Trends

The Curse of the ETF Tourist

The growing popularity of investing in exchange traded funds (ETFs) is a key component of the active versus passive debate. Here, Aneet Chachra, fund manager, and David Elms, Head of Diversified Alternatives, from Henderson’s Multi-Strategy Team, explain why investing in many ETFs is actually an ‘active’ call and explore how investors in these vehicles have typically fared.

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Active versus passive investing – selectivity required
Mega Trends

Active versus passive investing – selectivity required

​The active versus passive debate has led to numerous studies, detailed analysis and thought-provoking theories. What is clear is that passive funds have attracted significant inflows in the last decade and now play a major role, for better or worse, both in investor portfolios and in the functioning of global capital markets.

Will technological progress be the downfall of globalisation?
Mega Trends

Will technological progress be the downfall of globalisation?

Throughout the 20th century, the world economy became more global than ever before. Cross-border trade grew exponentially and the increasingly free movement of people led to the blurring of international boundaries, both geographical and cultural. While there is little doubt that trade-liberalisation and the reduction in global protectionism laid the foundations for the surge in

Fintech jargon buster
Mega Trends

Fintech jargon buster

Within the ‘fintech’ Future Trends theme there are a number of widely-used terms that are interpreted in different ways. Here we provide a high-level summary of what these mean.