For individual investors in the UK

Global Perspectives

Equity Perspectives

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

Fixed Income Perspectives

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

Global Dividend Index

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

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

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The case for emerging market equities

The case for emerging market equities

The Janus Henderson Emerging Market Equity Team believes that a multi-lens approach is necessary to effectively identify the most attractive opportunities and risks within these regions.

Global Perspectives Podcast: A contrarian approach through the COVID recovery

Global Perspectives Podcast: A contrarian approach through the COVID recovery

A discussion of the unique aspects of the COVID investment environment.

Research in Action Podcast: Can equity gains continue in 2022?
Global Perspectives

Research in Action Podcast: Can equity gains continue in 2022?

Tune in to hear to why, despite the potential for near-term volatility, we think stock investors could find a broad investment opportunity set in the new year.

Global Perspectives Podcast: Technology is enabling sustainability
Global Perspectives

Global Perspectives Podcast: Technology is enabling sustainability

Technology plays a pivotal role in the transition towards a more sustainable world and is a deflationary force. This podcast explores these themes and the investment opportunities.

ESG: Forks in the road

ESG: Forks in the road

2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.

Fixed Income: The last hurrah

Fixed Income: The last hurrah

The lagged impact of policy largesse should initially drive earnings and inflation, but as 2022 progresses, a more familiar picture will likely emerge.

Equities: Can the cycle roll on?

Equities: Can the cycle roll on?

Why the stock market cycle could continue in 2022, despite inflation pressures, slower growth rates and tighter monetary policy.

Global Perspectives Podcast: Where are the opportunities in undervalued UK equities?
Global Perspectives

Global Perspectives Podcast: Where are the opportunities in undervalued UK equities?

Adam Hetts is joined by UK equities portfolio managers Laura Foll and Indriatti van Hien in a discussion around valuations, the impact of rising inflation, dividends and responsible investing.

Research in Action Podcast: Investing in the renewable revolution

Research in Action Podcast: Investing in the renewable revolution

In a new podcast series from Janus Henderson, Research in Action, Director of Research Matt Peron explains the magnitude of the energy transition now taking place in the economy and what investors should consider as the switch to renewables unfolds.

It’s complicated

It’s complicated

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as governments and central banks struggle to deal with a more complex tangle of macro influences.

Global Perspectives Podcast: ESG is more than a score

Global Perspectives Podcast: ESG is more than a score

A discussion on why ESG analysis is more than just a “score” and how sustainable investing truly impacts the risk and return of all investors’ portfolios.

Looking to sustainability for opportunity

Looking to sustainability for opportunity

Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.