Global Perspectives

Market GPS Investment Outlook 2020

What are the most pressing issues facing investors globally and how will they evolve in the year ahead? Our asset class heads provide their views on the investment themes to watch in 2020.

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.

Fixed Income Perspectives

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

Latest Insights

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Where the ESG rubber meets the road

Where the ESG rubber meets the road

Tal Lomnitzer, portfolio manager in the Global Natural Resources Team, discusses why ESG reporting is necessary and that culture is crucial and not to be neglected.

Alterations at the fast fashion industry

Alterations at the fast fashion industry

Ama Seery, ESG analyst on the Global Sustainable Equity Team, and Charlotte Nisbet, Governance and Responsible Investment Analyst, explore the environmental damage associated with the fast fashion trade and how some companies are changing the shape of the industry.

The political struggle among Hong Kong, China and the United States

The political struggle among Hong Kong, China and the United States

Portfolio Manager Jennifer James explains why she believes China’s introduction of the National Security Law for Hong Kong is more about politics than economics

Beyond the nadir

Beyond the nadir

Just over two months has passed since markets dramatically sold off as the COVID-19 pandemic unfolded. There is much talk of the ‘new normal’ in every aspect of our lives, but what does this mean for fixed income? Nick Maroutsos, Dan Siluk and Jason England, co-managers of the Absolute Return Income strategy, answer some of the key questions.

The case for EM equities

The case for EM equities

A seven-factor checklist for assessing the relative attraction of emerging market equities is giving the most promising message since 2016.

US money growth above 1881 peacetime high

US money growth above 1881 peacetime high

Incoming monetary news remains strong, supporting the expectation here of a V-shaped global economic recovery accompanied by buoyant markets and an inflationary pick-up in 2021-22.

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COVID-19: What will it take to reopen the economy?

In this latest instalment of our video series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’ fatality rate and the latest news in vaccine development.

The ‘Cold War of Technology’: new Huawei restrictions

Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode provide their views on the latest US restrictions imposed on Huawei and the ramifications for the company’s largest customers and the wider semiconductor industry.

After the Virus: A Binary World

After the Virus: A Binary World

As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Global Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.

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The misunderstood powerhouses of innovation

The misunderstood powerhouses of innovation

Redinel Korfuzi, analyst on the Pan European Equity Strategy managed by Jamie Ross, explores the power of platform businesses and how the trajectory of their corporate models can often be misunderstood.

Office isn’t the next retail

Office isn’t the next retail

The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?

The quantity theory of wealth, continued

The quantity theory of wealth, continued

A large positive gap opened up between the actual money stock and money demand during the GFC. “Excess” money balances, on the view here, “caused” the subsequent recovery in economic activity and asset prices.