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 hawkish rate cut

A hawkish rate cut

A pause after October’s rate cut in the US may make sense in the short term, but greater accommodation may be necessary over the long haul.

Draghi: whatever he could
Quick Views Europe

Draghi: whatever he could

Oliver Blackbourn, a portfolio manager on the UK-based Multi-Asset Team, comments on the imminent departure of Mario Draghi’s as ECB leader on 31 October 2019, as the ECB itself potentially reaches the limits of what it can achieve using the levers of monetary policy.

Quick view: The art of the deal
Quick Views Brexit

Quick view: The art of the deal

Paul O’Connor, Head of the UK-based Multi-Asset Team, casts a wary eye over the latest push to get a Brexit agreement over the line.

Brexit update – curb your enthusiasm
Quick Views Brexit UK

Brexit update – curb your enthusiasm

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last minute plot twist emerging from the Brexit negotiations. 

Fed leaves market with cliffhanger
Quick Views

Fed leaves market with cliffhanger

​The US Federal Reserve lowered its benchmark rate at its September meeting, but is divided about whether further cuts will be needed this year. Co-Head of Global Bonds, Nick Maroutsos, says the stance creates uncertainty for investors and ignores structural challenges in the global economy.

Quick view: ECB – Super Mario 2 (kitchen sink edition)
Quick Views Europe

Quick view: ECB – Super Mario 2 (kitchen sink edition)

Andrew Mulliner, Portfolio Manager on the Global Bonds Team, reflects on the European Central Bank’s decision to cut rates and bring back quantitative easing.

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Growth Slowing, but Precipitous Drop Unlikely
Quick Views Volatility

Growth Slowing, but Precipitous Drop Unlikely

Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction.

Growth Slowing, but Precipitous Drop Unlikely
Quick Views Volatility

Growth Slowing, but Precipitous Drop Unlikely

Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction. What could that mean for equity investors? Director of Research Carmel Wellso explains.

Argentina: tears flow as markets tumble

Argentina: tears flow as markets tumble

Jennifer James, portfolio manager within the Global Bonds Team, discusses the fallout from the shock primary election results in Argentina in August, exploring what this might mean for Argentina’s asset markets and other emerging economies.

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Learning from Argentina: The importance of balance in bond portfolios

Learning from Argentina: The importance of balance in bond portfolios

​The sudden rise of populist presidential candidate Alberto Fernández shook the Argentine markets and raised alarm bells among global bond investors. Portfolio Manager Seth Meyer discusses the lessons this volatility raises for bond investors, reminding them of the importance of trying to balance income and total return.

Life in the conflict zone

Life in the conflict zone

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the continuing trade war between China and the US, possible trade conflicts among other countries and how this has shaped his global outlook.

Quick view: Chinese yuan depreciates to critical level against the US dollar
Quick Views China

Quick view: Chinese yuan depreciates to critical level against the US dollar

Charlie Awdry, China portfolio manager, provides his views on the central bank’s symbolic move to allow the yuan to weaken below 7.0 against the US dollar and its significance for investors.