Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Janus Henderson Corporate Debt Index

The Corporate Debt Index is the first edition in a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.

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.

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.

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US election insights: healthcare gains an edge

US election insights: healthcare gains an edge

In this Q&A, Portfolio Manager Andy Acker explains how the political discourse around healthcare has shifted, with potential benefits for the sector.

Investment considerations of a bipolar world

Investment considerations of a bipolar world

Daniel Graña, Emerging Market Equity Portfolio Manager, believes that the beginning of the end of the post-Cold War order and the rise of an assertive China have enormous investment implications.

Strategic Fixed Income: Japanification — Europe first and now the US

Strategic Fixed Income: Japanification — Europe first and now the US

John Pattullo, Co-Head of Strategic Fixed Income, explains how the suppression of volatility by the US Federal Reserve during the Covid crisis has led to the Japanification of the US corporate bond market.

Are we entering the next commodities supercycle?

Are we entering the next commodities supercycle?

Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, discusses the factors pointing to a potential multi-year supercycle for commodities and what this means for the opportunity in resources equities.

Tubthumping (I get knocked down but I get up again)

Tubthumping (I get knocked down but I get up again)

Portfolio managers on the Absolute Return Income Strategy reflect on how the lyrics of a song from 20 years ago can have some interesting overlap with today’s crisis-hit economy and markets.

First in first out of COVID, how has China fared?

First in first out of COVID, how has China fared?

May Ling Wee, China equities portfolio manager, discusses the main highlights for investors in China stocks over the first half of the year, the implications on portfolio performance and the outlook for the rest of the year.

Tech stocks: looking for secular growth, but not at any price

Tech stocks: looking for secular growth, but not at any price

Global Technology Team portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss why they believe an active approach is now needed more than ever to avoid pockets of extreme tech stock valuations.

ESG in COVID times: doing the REIT thing

ESG in COVID times: doing the REIT thing

The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.

Asia for dividends: comparatively resilient

Asia for dividends: comparatively resilient

In this video Mike Kerley, Asian income equities portfolio manager, provides a review of Asia Pacific ex Japan markets, discusses favoured and avoided markets and the reasons why he expects the region’s dividends to prove resilient.

Back to business

Back to business

With economies gradually reopening and markets suggesting better times ahead, credit portfolio managers James Briggs and Tim Winstone consider whether investors should be increasing their allocation to investment grade credit.

Global Sustainable Equity: news and opportunities (July 2020)

Global Sustainable Equity: news and opportunities (July 2020)

Hamish Chamberlayne, Head of Global Sustainable Equities, explores the most recent developments in the world of sustainability as we begin to emerge from the COVID crisis and discusses how the fund has performed in light of this.

Strategic Fixed Income: from bond glut to bond drought

Strategic Fixed Income: from bond glut to bond drought

Nicholas Ware, Portfolio Manager in the Strategic Fixed Income Team, explains why he believes the second half of 2020 will see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.