Global Perspectives

Global Snapshot

The Janus Henderson Global Snapshot explores the themes driving markets, the trends to watch, market returns and metrics, and the Multi-Asset Team’s outlook for regions and sectors at quarter end.

Global Dividend Index

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

Global Fixed Income Compass

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

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Global leading indicators reviving, still weak
Global Perspectives

Global leading indicators reviving, still weak

Short-term leading indicators suggest a modest revival in global economic momentum into early 2020 but – like monetary trends – have yet to signal a full recovery.

The role of bonds in a negative rate world

The role of bonds in a negative rate world

Despite the ultra-low interest rate environment, Jim Cielinski, Global Head of Fixed Income, discusses bond’s role as a diversifier in a broad portfolio.

Energy: A Sector in Transition

Energy: A Sector in Transition

The energy sector as a whole has been the weakest-performing global high-yield sector. Our corporate credit team delves into the challenges facing high-yield energy issuers today.

Low yield is not no yield: Opportunities in structured credit

Low yield is not no yield: Opportunities in structured credit

Our structured credit team highlights attractive aspects of the securitized market, including relatively short durations, high-quality credit ratings and attractive yields

The perceived lunacy of negative yields

The perceived lunacy of negative yields

John Pattullo, Co-Head of Strategic Fixed Income, explores the phenomenon of negative -yielding bonds; how they came about, why anyone might buy them and whether they are here to stay.

Investment roundtable: Views on the global economic outlook

Investment roundtable: Views on the global economic outlook

Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.

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At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. 

We call this ethos Knowledge. Shared

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A “monetarist” perspective on current equity markets
Global Perspectives

A “monetarist” perspective on current equity markets

Previous quarterly commentaries suggested that global economic momentum would fall into a low around Q3 2019. Recent news is consistent with the scenario but money trends have yet to give a clear signal of economic recovery. A bottoming of momentum, however, may be sufficient to warrant rotating away from defensive investment strategies that have prospered

Solving a hard problem with a simple model
Global Perspectives

Solving a hard problem with a simple model

In this article, portfolio manager Aneet Chachra considers the benefits of a simple tactical allocation model based on trailing relative returns when looking at US vs emerging markets, and the importance of moving quickly when making investment decisions.

Growth slowing but precipitous drop unlikely
Global Perspectives

Growth slowing but precipitous drop unlikely

Although the current economic expansion is ageing (bringing us nearer to a recession) leading indicators do not indicate a sharp contraction. What could that mean for equity investors? Director of Research Carmel Wellso explains.

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Selling volatility – is the juice still worth the squeeze?
Global Perspectives

Selling volatility – is the juice still worth the squeeze?

Are investors being sufficiently compensated for taking asymmetric risk? In this article, portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, evaluate changing market conditions for equity volatility in the US and UK.

Euroland PMI weak but money trends still hopeful
Global Perspectives

Euroland PMI weak but money trends still hopeful

​The Euroland manufacturing PMI fell further in July but the view here remains that the index is bottoming, based on the leading signal from a rise in six-month real narrow money growth since late 2018.

Global money trends still downbeat
Global Perspectives

Global money trends still downbeat

Incoming narrow money data for July have been disappointing, suggesting that a global economic recovery will be delayed until Q2 2020.