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.

Alternative Perspectives

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

Latest Insights

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A sharper focus for 2020 on doing well by doing good

A sharper focus for 2020 on doing well by doing good

Janus Henderson Investors’ sustainability spotlight will shine more brightly on companies that make a positive impact via the circular economy. In the third of a series, the Global Sustainable Equity Team reveals how, where and why.

Chinese equities: investing in innovation

Chinese equities: investing in innovation

Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.

Can biotech bounce back?

Can biotech bounce back?

Biotechnology stocks have been suffering a decline for some months. But while the sector faces some challenges, attractive valuations and a rapid pace of medical innovation could become difficult for investors to ignore, says Portfolio Manager Andy Acker.

Property equities: showing resilience amid market uncertainty

Property equities: showing resilience amid market uncertainty

In this video recorded with e-fundresearch.com, Guy Barnard, Co-Head of Global Property Equities, provides an update on the asset class, discusses where his team believes the most attractive investment opportunities lie and shares his current outlook for property equities.

Demystifying ESG: creating a clear investment case

Demystifying ESG: creating a clear investment case

The Global Sustainable Equity team at Janus Henderson Investors explains how investors should approach environmental, social and governance (ESG) factors, to ensure they have a tangible impact on portfolios.

High yield: blurred lines in valuations create opportunities

High yield: blurred lines in valuations create opportunities

In this video update, Tom Ross, corporate credit portfolio manager, looks at conditions in the high yield bond market, exploring how technical conditions, dispersion among credits and blurred lines in valuations are creating opportunities.

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Asian growth: opportunities beyond the Great Wall

Andrew Gillan, Head of Asia ex Japan Equities and Co-Manager of the Asian Growth Strategy, provides an update covering the impact of the trade wars on the region, changes to the strategy year-to-date, his views on Southeast Asia and outlines the investment case for Asia.

Bonds and equities: working in tandem

Jeremiah Buckley, Portfolio Manager on the Janus Henderson Balanced team, gives insight into how the bonds and equities teams work in tandem as they seek to deliver a balanced, risk-conscious portfolio for investors.

What it takes to be an effective ESG ‘activist’

What it takes to be an effective ESG ‘activist’

Although Head of SRI, Hamish Chamberlayne, champions sustainability every day, it takes authenticity and a desire to take part in resolving real world issues to make any meaningful dent in environmental and social challenges.

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Podcast: the evolution of strategic fixed income investing

Podcast: the evolution of strategic fixed income investing

John Pattullo, Co Head of Strategic Fixed Income, in conversation Richard Philbin, CIO of Wellian Investment Solutions

The measure of medical innovation

The measure of medical innovation

Medical science is entering an exciting phase, but investors need to evaluate each opportunity carefully, says Andy Acker, Portfolio Manager of Global Life Sciences Team. Andy and his team have plenty of healthcare themes to pursue, many of which are already yielding results not just for investors, but also for the health of people across the world.

Six ways to succeed with SRI

Six ways to succeed with SRI

Investing sustainably requires a clearly defined approach that is aligned with the financial goals of all parties and then implemented with discipline and consistency. In the first article of a new series, Hamish Chamberlayne, Head of SRI, outlines how to achieve this.