Global Perspectives

Investment Focus 2020

Our ‘Illumination 2020’ edition shines a light on the investment prospects for 2020.

Global Dividend Index

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

Equity Perspectives

Quarterly insight from our Equity team to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

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

Janus Henderson Corporate Debt Index

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

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Oil crisis sparks market consolidation
Quick Views Coronavirus

Oil crisis sparks market consolidation

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other asset classes, as negative oil prices put the brakes on the recent market recovery.

ESG: technology for good

ESG: technology for good

Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.

Podcast: Understanding the science and investment implications of COVID-19 (part 2)

Podcast: Understanding the science and investment implications of COVID-19 (part 2)

In the second installment of our series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas provides insights on how biotech and pharmaceutical companies are responding to the crisis, and why continued systematic testing for the virus is crucial to the eventual reopening and recovery of the US economy.

Actively managing the UK Property PAIF

Actively managing the UK Property PAIF

Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, explains how the investment team are proactively managing the property portfolio despite the fund being suspended for dealing.

Podcast: Understanding the science and investment implications of COVID-19 (part 1)

Podcast: Understanding the science and investment implications of COVID-19 (part 1)

In the first episode of a series on the scientific and investment implications of the coronavirus pandemic, Global Life Sciences Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss recent developments made to curtail the spread of COVID-19 and how they view the timeline for an eventual return to normalcy in the global economy.

How is China slowly emerging from the coronavirus aftermath?

How is China slowly emerging from the coronavirus aftermath?

May Ling Wee, China equities portfolio manager, provides evidence that a resumption of economic activity is underfoot in China and discusses the accelerating digitisation of the economy, as well as how both companies and the government are supporting consumers and businesses.

Coronavirus: how sustainable are dividends in Asia?

Coronavirus: how sustainable are dividends in Asia?

In this article, Mike Kerley, Asian equity income portfolio manager, shares his views on whether Asian companies will follow the recently announced dividend cuts in the US, UK and Europe. He outlines his reasons for taking a positive view on dividend sustainability in Asia, and summarises portfolio positioning amid the coronavirus uncertainty.

COVID-19: understanding the science & investment implications (Part 1)

COVID-19: understanding the science & investment implications (Part 1)

The first of a video series on the scientific and investment implications of the coronavirus pandemic, with Global Life Sciences Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas.

COVID-19: outlook for dividends in 2020

COVID-19: outlook for dividends in 2020

Ben Lofthouse, Head of Global Equity Income, and Jane Shoemake, Investment Director, assess the outlook for global dividends given the wide-reaching implications from the COVID-19 pandemic.

Technology stocks’ financial strength is key to weathering the coronavirus storm

Technology stocks’ financial strength is key to weathering the coronavirus storm

Alison Porter, Graeme Clark and Richard Clode from Janus Henderson’s Global Technology Team explain why the tech sector looks well positioned to brave the coronavirus-induced uncertainty and highlight how as active managers they are maintaining a laser-like focus on companies’ financial strength.

Income diversification in the time of coronavirus

Income diversification in the time of coronavirus

Laura Foll, UK income equities portfolio manager, highlights the role of diversification in an investing environment of continuing uncertainty.

European equities: uncharted waters
Quick Views

European equities: uncharted waters

John Bennett, Director of European Equities, provides a ‘quick view’ update covering the recent market sell-off and portfolio positioning.