Global Perspectives

Global Fixed Income Compass

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

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.

Alternative Perspectives

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

Latest Insights

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Should investors aim high in 2020?

Should investors aim high in 2020?

Tom Ross, corporate credit portfolio manager, looks at the outlook for high yield bonds in 2020.

Outlook for Asia ‒ potential to surprise amid uncertainty

Outlook for Asia ‒ potential to surprise amid uncertainty

Andrew Gillan and Mervyn Koh, Asian growth equities portfolio managers, provide a year-end review of the market and discuss where they see compelling opportunities to invest in Asia’s vast growth potential.

European equities: remaining valuation aware in 2020

European equities: remaining valuation aware in 2020

In this video, European equities portfolio manager Ollie Beckett discusses the opportunities for European smaller companies in 2020 and explains the themes that he believes will be important in the months ahead.

China: resilient despite challenges

China: resilient despite challenges

In this video, China equities portfolio manager May Ling Wee shares the reasons why despite a slowing economy, geopolitical adversity and ratcheting down of global growth expectations, there is evidence that China can weather the turmoil. May Ling also discusses sectors that are offering attractive investment opportunities.

An evolving role for Asian dividend-paying stocks

An evolving role for Asian dividend-paying stocks

In this video, Sat Duhra, Co-Manager of the Asian Dividend Income Strategy with Mike Kerley, discusses the sectors that are likely to offer the most attractive dividends and, how improving corporate governance is boosting the dividend culture in Asia. Sat also examines portfolio positioning and key risks for investors.

Search for stable income continues in 2020

Search for stable income continues in 2020

Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.

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Fed policy to cast a shadow over 2020

Co-Head of Global Bonds Nick Maroutsos identifies the opportunities and risks he sees for fixed income investors in 2020 as the US Federal Reserve’s near-term policy path remains far from certain.

20/20 vision: the outlook for global property equities

Guy Barnard and Tim Gibson, Co-Heads of Janus Henderson’s Global Property Equities Team,
review the sector’s performance over the year and discuss the key opportunities and risks for investors in 2020.

Quick view: UK election signals inflows and takeovers

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.

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The outlook for healthcare stocks in 2020

The outlook for healthcare stocks in 2020

In the US, healthcare was a political focal point in 2019, and will likely remain so in 2020. But amid impeachment proceedings and rampant discord in Washington, the odds that the US Congress will pass sweeping healthcare legislation look low, says Portfolio Manager Andy Acker. Meanwhile, the threat of reform is prompting more innovation, which could help drive growth over the long term.

Reading the tea leaves ‒ what’s in store for China in 2020?

Reading the tea leaves ‒ what’s in store for China in 2020?

In this Q&A, China portfolio managers Charlie Awdry and May Ling Wee share their thoughts on the key challenges and opportunities that investors in China may face in the year ahead and how 2019 has influenced their outlook for the asset class.

Strategic Fixed Income outlook 2020 — no reflation without a soft dollar

Strategic Fixed Income outlook 2020 — no reflation without a soft dollar

Jenna Barnard and John Pattullo, Co-Heads of Strategic Fixed Income, share their thoughts on bond markets in the coming year; where they see risks and opportunities and where they look for clues.