Global Perspectives

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.

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.

Equity Perspectives

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

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

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‘Fall’ harvest: preparing portfolios for the next season

‘Fall’ harvest: preparing portfolios for the next season

Perkins US equity Portfolio Manager Ted Thome discusses opportunities created by the current market and why now may be a good time for investors to position their portfolios for a changing environment.   Key Takeaways As we look at the current state of the market, now may be a good time for investors to evaluate

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.

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.

Not a question of either/or

Not a question of either/or

Matt Peron, Director of Research, discusses how secular trends and economic recovery present opportunities for stocks and how firms are adapting to shifting customer behaviours in a post-pandemic world.

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.

Securitisation transactions in the Covid-19 crisis – an ABS view (part II)

Securitisation transactions in the Covid-19 crisis – an ABS view (part II)

Colin Fleury, Head of Secured Credit, London, and Denis Struc and Ian Bettney, portfolio managers within the Secured Credit Team, discuss the merits of an allocation to asset‑backed securities (ABS) within diverse multi‑sector credit portfolios.

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.

COVID-19: implications of rising cases in the US

COVID-19: implications of rising cases in the US

Unlike some countries that have flattened the curve, the US is experiencing a sharp rise in COVID-19 cases. In this video — part of a series on the scientific and investment implications of COVID-19 —Biotech Analyst, Agustin Mohedas, explains why the US trajectory has diverged, noting how the outbreak’s dynamics are changing and what that could mean for the next phase of the pandemic.

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.

Whatever happened to Goldilocks?

Whatever happened to Goldilocks?

David Elms, Head of Diversified Alternatives, and Steve Cain, Portfolio Manager, give a mid-year update of their market outlook, considering the impact of the COVID-19 crisis on investment markets, and outlining the potential risks and opportunities they see for alternative strategies for the remainder of 2020.

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.

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.