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.

Fixed Income Perspectives

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

Equity Perspectives

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

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Mispriced odds: play your cards right

Mispriced odds: play your cards right

Jamie Ross, Portfolio Manager of the Pan European Equity Strategy, and Analyst Redinel Korfuzi, explain how the market can often misprice companies and discuss what they look for to find payoff potential in undervalued stocks.

Avoiding a retest

Avoiding a retest

In this video Tom Ross, corporate credit portfolio manager at Janus Henderson Investors explains why he believes the credit spread wides of March for high yield bonds are unlikely to be retested.

Keep the seatbelts fastened

Keep the seatbelts fastened

Paul O’Connor, Head of the UK-based Multi-Asset Team, gauges the potential for a sustained cross-asset recovery as the world adapts to a new paradigm, one where COVID-19 remains a persistent risk factor for investors.

Internet companies: a lollapalooza of forces

Internet companies: a lollapalooza of forces

Jamie Ross, Portfolio Manager of the Pan European Equity Strategy, and Analyst Redinel Korfuzi, investigate how some companies have used disruptive situations to emerge stronger and explore the lollapalooza of forces which can often lead to an outcome that is much larger than the sum of the parts.

Breaking the link: GDP declines and default rates

Breaking the link: GDP declines and default rates

Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, muse over how low corporate default rates may prove to be despite the pandemic-induced economic shock.

Investors need to think again about the role of government bonds

Investors need to think again about the role of government bonds

Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, considers the impact of monetary policy stimulus on government bond yields worldwide, and discusses what this may mean for investors looking to maintain risk and diversification in their portfolios.

So… what about inflation?

So… what about inflation?

John Pattullo, Co-Head of Strategic Fixed Income, shares his views on the most frequently asked question by clients these days: “what about inflation?”

What a return to ‘normal’ could mean for equities

What a return to ‘normal’ could mean for equities

In our ongoing video series on COVID-19, a discussion of the pandemic’s trajectory, vaccine development and investment considerations post-crisis.

Why secular growth leadership will likely continue

Why secular growth leadership will likely continue

Portfolio Manager Doug Rao discusses the outperformance of secular growth companies and the themes that have allowed this leadership to become more entrenched during the COVID-19 pandemic.

The shape of credit

The shape of credit

Portfolio managers on the Absolute Return Income Strategy look at the factors shaping credit markets from central bank support to potential resilience from financials.

China: a steady early recovery but a moderation expected

China: a steady early recovery but a moderation expected

In this Q&A, May Ling Wee from the China Equities Team, comments on the key issues impacting China’s recovery post COVID-19 and stock market performance year-to-date.

Winners and losers from the falling oil price

Winners and losers from the falling oil price

Daniel Sullivan, Head of Global Natural Resources, discusses the recent oil price movements and its implications for resources companies.