Global Perspectives

Global Dividend Index

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

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Banking on diversification

Banking on diversification

​​With a number of headwinds facing markets in 2019, it can be hard to see the wood for the trees. Alex Crooke, Fund Manager of The Bankers Investment Trust, explains how his team approaches the complexities of global stock markets.

Property: understand what you own

Property: understand what you own

In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the key factors that UK commercial property investors should consider in 2019 and beyond. Ainslie also explains how the fund is positioned.

Digital Natives Come of Age
Mega Trends Technology

Digital Natives Come of Age

In this video, Richard Clode, Global Technology Portfolio Manager, talking at the Janus Henderson 2019 UK Investment Conference, describes how a convergence of technical trends and a digital generation ready to embrace change is likely to shape the future of companies.

Far East income: Trade war, China’s debt ‘crisis’ and a global slowdown?
Global Perspectives

Far East income: Trade war, China’s debt ‘crisis’ and a global slowdown?

​Mike Kerley, Fund Manager of Henderson Far East Income, explains why China might fair better than most in a global economic slowdown; and shares his thoughts on the Trust’s performance in 2018 and outlook for 2019​.

Quick view: hard to see a straight path to a final Brexit deal
Quick Views

Quick view: hard to see a straight path to a final Brexit deal

In an historic defeat for the UK government, the Prime Minister’s Brexit deal was rejected by a margin of 432 to 202 on 15 January 2019. Bethany Payne, Portfolio Manager, Global Bonds, shares her thoughts on the outcome of the vote.

Quick view: Brexit vote
Quick Views

Quick view: Brexit vote

​Ben Lofthouse, Head of Global Equity Income, provides his thoughts on the vote on Brexit by members of Parliament and the impact of the uncertainty that surrounds the UK’s future relationship with the European Union.

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

HGI_DNA_1

Improving income opportunities overseas

​With valuations coming down across equity markets in 2018, the outlook for international income investors is looking positive in 2019, says Henderson International Income Trust Fund Manager Ben Lofthouse.​

‘Peak’ everything?
Mega Trends

‘Peak’ everything?

A number of disruptive trends in the economy are reshaping the investment landscape. In this video summary and article, John Pattullo, Co-Head of Strategic Fixed Income, examines the various peaks and troughs in industries, markets and the economy, which, together with demographic trends and behavioural changes, are contributing to the current low growth, low inflation environment.

Ten themes for sustainable investing
Mega Trends

Ten themes for sustainable investing

Hamish Chamberlayne, Portfolio Manager with Janus Henderson’s Global SRI Team, details the ten sustainability themes – five environmental and five social – that guide the generation of the team’s investment ideas.

Subscribe for relevant insights delivered straight to your inbox

The Amazonisation effect and bonds
Mega Trends

The Amazonisation effect and bonds

In this webcast, John Pattullo, Co-Head of Strategic Fixed Income, will share his thoughts on digital disruption, with Amazon as the leading example of how this new structural force can erode margins, put established businesses at risk and send deflationary waves across the economies. Bond fund managers need to rethink their strategies carefully to profit from this trend.

Change is nothing new
Mega Trends

Change is nothing new

Businesses such as Amazon and Google are challenging more than just the digital landscape, but is this simply the latest evolution of disruption in markets?

Keep Up! Technological disruption is accelerating
Mega Trends

Keep Up! Technological disruption is accelerating

Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring.