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.

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Quick view: the MPC maintains its stance

Quick view: the MPC maintains its stance

Oliver Blackbourn, Portfolio Manager on the UK-based Multi-Asset Team, responds to the MPC’s dovish view on prospects for the UK economy, although risks remain skewed to the downside.

Warning signs ahead for indebted companies: what are the investment implications?

Warning signs ahead for indebted companies: what are the investment implications?

With many companies facing concerns over liquidity and debt as lockdowns continue, is there a way to distinguish between the winners and losers? Luke Newman, UK equities portfolio manager, gives his thoughts on the opportunities and risks for both long and short investors.

Macro Outlook: Opportunity amid volatility

Macro Outlook: Opportunity amid volatility

Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.

Macro Outlook: Opportunity amid volatility

Macro Outlook: Opportunity amid volatility

Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.

Farewell Governor Carney; making room for Governor Bailey

Farewell Governor Carney; making room for Governor Bailey

The Bank of England kept its Bank Rate steady at 0.75% at their meeting on Thursday 30 January. Bethany Payne, Portfolio Manager within Global Bonds, believes that today’s decision has bought time for the new governor, Andrew Bailey, giving him room to act proactively should the need arise.

UK election: A winter of contentment?
Newsroom Brexit UK

UK election: A winter of contentment?

UK equities long/short manager Luke Newman gives his views on what an unexpectedly large Conservative majority in the UK election has meant for markets, giving some insight into early post-vote trading activity.

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Quick view: UK election signals inflows and takeovers

In this video, Laura Foll, UK equities portfolio manager, outlines the initial reaction of markets to the clear Conservative majority in the UK election. She also looks at the two key longer-term implications for investors in the UK equity market.

Quick view: clarity for Christmas
Quick Views Brexit UK

Quick view: clarity for Christmas

Bethany Payne and Andrew Mulliner, Portfolio Managers within the Global Bonds Team, give their reaction to the UK election result in which the Conservatives took a meaningful majority.

UK election: A Tory win might be good for UK equities, but just for Christmas
Quick Views UK

UK election: A Tory win might be good for UK equities, but just for Christmas

What impact might a Tory victory have on UK assets? James de Bunsen, portfolio manager in Janus Henderson’s UK-based Multi-Asset team, gives some insight into his expectations for the upcoming UK general election and what might follow.

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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. 

UK Absolute Return: flexibility key amid market rotation

UK Absolute Return: flexibility key amid market rotation

Luke Newman, portfolio manager on the UK Absolute Return strategy, outlines positioning in light of the recent rotation in equity markets. He also discusses the importance of investing in highly liquid areas of the market.

How will ongoing interest rate divergence impact bond markets?

How will ongoing interest rate divergence impact bond markets?

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how the persistence of interest rate divergence remains central to the team’s thinking on the outlook for the bond markets.