Global Perspectives

Investment Focus

Illumination 2020 Shining a light on investment prospect

Global Dividend Index

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

Global Fixed Income Perspective

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

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Property: steady income and asset management initiatives

Property: steady income and asset management initiatives

In this video update, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines fund and UK commercial property market performance year to date. Ainslie also discusses portfolio positioning and her outlook for the asset class.

Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

Green shoots, dark clouds (Multi-Asset Perspectives, Q3 2019)

Paul O’Connor, Head of the UK-based Janus Henderson Multi-Asset Team, examines the outlook for multi-asset investors in Q3 in the latest issue of Multi-Asset Perspectives, our quarterly outlook for multi-asset investors.

Do you remember the Great Financial Crisis?
Mega Trends

Do you remember the Great Financial Crisis?

John Pattullo, Co-Head of Strategic Fixed Income, explains how after the failure of QE to generate any sustainable growth or inflation the dial has turned to various forms of fiscal policy. But as he argues, a successful formula has to combine fiscal and monetary policies with structural reform.

Using the 1890s as a guide to bond investing (not the 1980s)

Using the 1890s as a guide to bond investing (not the 1980s)

​Jenna Barnard, Co-Head of Strategic Fixed Income, confesses to not all birthday gifts being a delight to receive but a book from 1892, found by chance in a second-hand book dealer, turned out to be a rare birthday present gem. Its lessons on investing are not only instructive but shine a light on the predicament facing bond investors today.

China’s disruptive internet companies
Global Perspectives

China’s disruptive internet companies

Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.

An American flavour to European high yield
Global Perspectives

An American flavour to European high yield

​Tom Ross and Tim Winstone, Corporate Credit Portfolio Managers, explore the reasons why US companies are borrowing through European bond markets and why this creates potential opportunities for investors.

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An interesting year for credit markets

Credit markets will get interesting this year but investors need to be patient for opportunities, says John Pattullo, Co-Fund Manager of Henderson Diversified Income​

Change in pricing approach for UK Property PAIF / Feeder Fund

In this video update, Simon Hillenbrand, Head of UK Retail, summarises why the Janus Henderson UK Property PAIF and its Feeder Fund will change from being dual priced on a quoted-spread basis to being dual priced on a full-spread basis, with effect from 25 March 2019. Meanwhile, Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, provides an update on portfolio positioning and her outlook for the asset class.

Charlie Awdry: notes from the road
Global Perspectives

Charlie Awdry: notes from the road

Charlie Awdry, China equities portfolio manager, gives a first-hand insight into the culture, company dynamics and consumer trends experienced during his recent research trip to China.

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Multi-Asset: Market Review and Outlook

Multi-Asset: Market Review and Outlook

Paul O’Connor, Head of Multi-Asset, discusses the events that have unfolded in the closing half of 2018 and how these are shaping his team’s outlook.

Breaking down plastic pollution

Breaking down plastic pollution

Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.

Retail: adapting to change

Retail: adapting to change

Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, examines the structural changes taking place within retail and the impact on physical bricks and mortar stores.