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

The ‘haves’ and ‘have-nots’ in the game of disruption
Mega Trends

The ‘haves’ and ‘have-nots’ in the game of disruption

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how an uneven geographical divide in technology is melding with a world of divergent growth and interest rate outlooks

Global Technology: investing in innovation
Mega Trends

Global Technology: investing in innovation

Richard Clode, portfolio manager in the UK-based Janus Henderson Global Technology Team, discusses the concept of innovation, its importance in the team’s investment decisions and where the most attractive opportunities currently are.

China’s pharma boom

China’s pharma boom

Ethan Lovell, co-portfolio manager of Janus Henderson’s Global Life Sciences Strategy, discusses how China is becoming a fast-growing market for biopharmaceutical companies.

Structural change, disinflation and ‘Amazonisation’
Mega Trends

Structural change, disinflation and ‘Amazonisation’

Serial disruptors like Amazon are shaping the economic transformation that is taking place before us. John Pattullo, co-fund manager of Henderson Diversified Income Trust, explains how investors can be on the right side of change.

Building efficiency

Building efficiency

​Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the importance of a sustainable approach to investing in the UK commercial property market.

Rethinking sustainability in the age of disruption
Mega Trends

Rethinking sustainability in the age of disruption

How do you build a long-term investment strategy in a world where technology and politics keep changing the rules?

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
Sustainability & disruption: natural twins
Mega Trends

Sustainability & disruption: natural twins

Hamish Chamberlayne, Portfolio Manager of the Global Sustainable Equity Strategy, discusses how these interlinked themes are penetrating every sector of the economy

Navigating the drug pricing debate

When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.

Positive impact stocks – Global Sustainable Equity

Positive impact stocks – Global Sustainable Equity

Hamish Chamberlayne, manager of the Janus Henderson Global Sustainable Equity Fund, explains his team’s approach to stock selection. This document introduces stocks favoured by the team, with an explanation of the positive environmental and/or social impact that has been identified for each company.

Subscribe for relevant insights delivered straight to your inbox

Global Tech: the importance of navigating the hype cycle
Mega Trends

Global Tech: the importance of navigating the hype cycle

Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.

A closer look at Investment Trusts

A closer look at Investment Trusts

A short video providing ‘A closer look’ at the people behind Janus Henderson’s investment trust team.

An Introduction to The Bankers Investment Trust

An Introduction to The Bankers Investment Trust

​Why consider The Bankers Investment Trust? Alex Crooke, Fund Manager, introduces his investment strategy and describes what makes the Trust unique.