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 team 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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Vietnam: the new frontier in Emerging Markets?

Vietnam: the new frontier in Emerging Markets?

As some emerging market economies begin to slow, Daniel Graña, Emerging Market Equity Portfolio Manager, explains why he thinks Vietnam’s outlook is positive and why investors should take note.

Keep a close eye on the real economy

Keep a close eye on the real economy

Why financial markets should ultimately be focused on the outlook for households in consumption driven economies like the US.

ESG: technology for good

ESG: technology for good

Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.

Oil crisis sparks market consolidation

Oil crisis sparks market consolidation

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other risk assets, as negative oil prices put the brakes on the recent v-shaped market recovery.

Bonds – What Are They Good For?

Bonds – What Are They Good For?

With the bond pillar now eroding, finding true diversification and low correlation across investments will become more important to portfolio construction.

Global Sustainable Equity: news and opportunities (April 2020)

Global Sustainable Equity: news and opportunities (April 2020)

Hamish Chamberlayne, Portfolio Manager for the Janus Henderson Global Sustainable Equity Strategy, discusses recent developments affecting the world over the past three months.

Prepare for a dispersion of outcomes for Emerging Markets post COVID-19

Prepare for a dispersion of outcomes for Emerging Markets post COVID-19

Daniel Graña and Matthew Culley from the Emerging Market Equity Team explain the importance of examining each emerging country individually to determine how they are likely to weather the COVID-19 storm, and why some of these countries are likely on the cusp of a transition toward more value-added growth drivers.

Janus Henderson Macroeconomic Update

Janus Henderson Macroeconomic Update

Listen to Simon Ward, Economic Adviser at Janus Henderson Investors, share his perspectives on how the COVID-19 pandemic has impacted financial markets and give his view on the current macro environment.

COVID-19: Understanding the science & investment implications (Part 2)

COVID-19: Understanding the science & investment implications (Part 2)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

Market Fracture: View from the Multi-Strategy Team
Global Perspectives

Market Fracture: View from the Multi-Strategy Team

Steve Cain, Diversified Alternatives Portfolio Manager, discusses the first three months of 2020, which saw one of the most significant market collapses in history, and his thoughts on what may lie ahead.

South Africa: a cautionary tale in EM

South Africa: a cautionary tale in EM

In this video update, Daniel Graña, Emerging Market Equity Portfolio Manager, believes that not all countries within the asset class should be treated the same and highlights South Africa as a case in point.

COVID-19: understanding the science & investment implications (Part 1)

COVID-19: understanding the science & investment implications (Part 1)

The first of a video series on the scientific and investment implications of the coronavirus pandemic, with Global Life Sciences Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas.