Global Perspectives

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.

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.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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Office isn’t the next retail

Office isn’t the next retail

The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?

Residential real estate: stay home, stay safe

Residential real estate: stay home, stay safe

Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team discuss how COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective and the longer-term investment case for the sector.

Are dividends risky business? REITs can offer some sustainability

Are dividends risky business? REITs can offer some sustainability

Pressure to offer rent deferrals during COVID-19 lockdowns could put dividends paid by real estate investment trusts (REITs) at risk. However, it is becoming increasingly evident that some property sectors may be better able to weather the crisis, according to Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team.

Coronavirus and global real estate – a review of Q1 2020

Coronavirus and global real estate – a review of Q1 2020

In this video Guy Barnard, Co-Head of Global Property Equities, discusses how the team has been operating amid the coronavirus lockdown, the effects on the market so far, and explains why no significant portfolio changes have been warranted.

Global property: keep calm and invest for the long term

Global property: keep calm and invest for the long term

Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team provide an update on real estate markets and the implications of the coronavirus on the team’s investment decisions as the pandemic spreads across the globe.

Essentials: the Pan European Property Equities Strategy

Essentials: the Pan European Property Equities Strategy

Guy Barnard, Co-Head of Global Property Equities, and Nicolas Scherf, portfolio manager, provide an introduction to the Pan European Property Equities Strategy, the benefits of investing in listed real estate and why the team believes their approach is unique.

Covid-19: assessing the impact on property markets

Covid-19: assessing the impact on property markets

Xin Yan Low, Guy Barnard and Tim Gibson from the Global Property Equities Team, discuss the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.

Investing in real estate: Spotify or cassette tape?

Investing in real estate: Spotify or cassette tape?

Guy Barnard and Greg Kuhl from the Global Property Equities Team, highlight the increasing importance of ‘non-core’ property sectors within an evolving real estate landscape.

20/20 vision: the outlook for global property equities

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.

3 reasons investors should consider global REITS

3 reasons investors should consider global REITS

In this video, Janus Henderson’s Global Property Equities Team discusses the benefits of an allocation to global real estate investment trusts (REITs), particularly in a slow-growing, low-yielding environment.

E-commerce continues to disrupt retail real estate

E-commerce continues to disrupt retail real estate

As physical retail spaces like shopping malls lose relevance, they are often replaced by warehouses and distribution centres that support the growing e-commerce model. Janus Henderson’s Global Property Equities Team believes this trend is causing disruption – and creating opportunities – within the real estate sector.

Demographics reshape the real estate landscape

Demographics reshape the real estate landscape

In this video update Guy Barnard, Tim Gibson and Greg Kuhl from the Global Property Equities Team explain that, as baby boomers retire and millennials enter the workforce, their changing housing needs and preferences are creating opportunities for companies to meet the demands of these growing population segments.