Global Perspectives

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.

Global Fixed Income Compass

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

Alternative Perspectives

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

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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.

Intech outlook: Harnessing volatility in 2020

Intech outlook: Harnessing volatility in 2020

Can investors take advantage of heightened market volatility to generate returns in 2020? David Schofield, President of Intech’s international division (based in London), gives his thoughts on the prospects for Intech’s strategies over the next few months.

Investors possibly ill-positioned for continued market rotation

Investors possibly ill-positioned for continued market rotation

Investors may not be sufficiently considering the prospects of a steadying US economy and a potential rise in inflation.

Value investing: back in favour?

Value investing: back in favour?

​Alec Perkins, Portfolio Manager for Perkins’ Value Strategies, discusses the global themes he expects to impact markets, performance year to date, and why he believes a value-based approach to investing in US equities provides compelling long-term opportunities.