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.

Fixed Income Perspectives

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

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Understanding investment trusts: premiums vs discounts

Understanding investment trusts: premiums vs discounts

The share price isn’t always equal to the underlying value of a trust’s investments. So what exactly are premiums and discounts?

“The King is dead, long live the King!” – real estate and technology
Mega Trends

“The King is dead, long live the King!” – real estate and technology

Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss how real estate is being reinvented and rejuvenated by rapid advances in technology and how their portfolios are actively positioned to gain from these evolving trends.

An Introduction to Henderson European Focus Trust

An Introduction to Henderson European Focus Trust

Fund Manager John Bennett introduces Henderson European Focus Trust, explaining its investment objective and how the team works towards achieving this.

Electric vehicles: driving growth in semiconductors
Mega Trends

Electric vehicles: driving growth in semiconductors

Doug Rao, Co-portfolio Manager for the US Concentrated Growth Strategy, shares why he believes semiconductor content in autos could grow at a double-digit rate over the next decade.

Essentials: UK commercial property

Essentials: UK commercial property

In this Essentials video Ainslie McLennan and Marcus Langlands Pearse, Co-Managers of the Janus Henderson UK Property PAIF, introduce their approach to the UK commercial property market and the fund they manage. Discover why investors should consider the asset class on a long-term view and how the fund’s dedicated investment team seek to generate long-term

Global Life Sciences: our approach to seeking innovators in cancer therapy
Mega Trends

Global Life Sciences: our approach to seeking innovators in cancer therapy

Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.

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
Mega Trends

Technology disruption and acceleration: risks and opportunities

In this video, Richard Clode, portfolio manager within the Global Technology Team, discusses how not keeping up with innovation and new technology may be shortening the lifespan of ‘blue chip’ stocks, as well as the key reasons why technology disruption is accelerating. He also talks about the transportation revolution, a key example of how a major industry is being disrupted with consequences and opportunities for incumbent and new companies.

Essentials: Janus Henderson Cautious Managed strategy

In this ‘Essentials’ video, Stephen Payne, Co-Manager of the Janus Henderson Cautious Managed Fund, provides an introduction to the strategy, including how the investment team manages exposure to the different asset classes – equities, bonds and cash. This is a UK-focused fund, holding a combination of UK equities, plus bonds in any country.

Exploring sustainable investment
Mega Trends

Exploring sustainable investment

Investment Conference 2018 – Hamish Chamberlyn

Hamish Chamberlayne, Portfolio Manager within Janus Henderson’s Global Sustainable and Responsible Investment Team, discusses the myths and realities of sustainable investment. He explains why he thinks environmental and social megatrends will accelerate the transition to a low carbon economy and explores some of the investment areas that stand to be disrupted.

Subscribe for relevant insights delivered straight to your inbox

Quick view: Amazon takes on healthcare
Quick Views

Quick view: Amazon takes on healthcare

Rich Carney, Healthcare Services Analyst with the US-based Janus Henderson Healthcare Sector Team, responds to news that Amazon, Berkshire Hathaway, and JPMorgan Chase plan to form an independent healthcare company to lower costs for their employees.

Inflation — the dog that never barks

Inflation — the dog that never barks

​The biggest surprise last year was not only the persistent mis-forecasting of bond yields but also the persistent mis-forecasting of inflation. John Pattullo, Co-Head of Strategic Fixed Income, looks at the underlying causes of why a lot of traditional economic models, assumptions and relationships do not seem to hold in this rather dystopian world in which we live.

Medical moonshots: how might investors approach gene-therapy stocks?
Mega Trends

Medical moonshots: how might investors approach gene-therapy stocks?

Ethan Lovell, co-portfolio manager of the Janus Henderson Global Life Sciences Strategy explains why medical moonshots are successful only after many years of research. He believes that a long-term approach to investment is therefore warranted.