Global Perspectives

Global Dividend Index

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

Latest Insights

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.

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.

Will tech earnings strengthen in 2020?

Will tech earnings strengthen in 2020?

Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team, review the sector’s performance year to date, and provide their views on what is in store for tech investors in the year ahead, including key risks and opportunities.

Sustainable equities in 2020 and beyond

Sustainable equities in 2020 and beyond

Hamish Chamberlayne, Head of SRI at Janus Henderson, sees good reason to remain optimistic in 2020 and beyond amid an economy that is nearing the end of its cycle by focusing on companies whose business models benefit the development of a sustainable global economy.

What Knowledge. Shared means for you

At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. 

We call this ethos Knowledge. Shared

HGI_DNA_1

A sharper focus for 2020 on doing well by doing good

Janus Henderson Investors’ sustainability spotlight will shine more brightly on companies that make a positive impact via the circular economy. In the third of a series, the Global Sustainable Equity Team reveals how, where and why.

Chinese equities: investing in innovation

Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.

Tell tail signs: February 2019 – Thank you Fed, at least for now

Tell tail signs: February 2019 – Thank you Fed, at least for now

Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class. Now that the ‘Fed Put’ is back in play, this report takes a look at how options market signals are positioned.

Digital health: sales versus social impact

Digital health: sales versus social impact

​Janus Henderson’s Global Technology team is actively engaged with its existing holdings on a range of Environmental Social and Governance (ESG) criteria in order to promote sustainable growth.

Strategic Fixed Income: end of the cycle… are we there yet?

Strategic Fixed Income: end of the cycle… are we there yet?

With the markets finally coming round to the idea of the late-cycle stage in the economies, John Pattullo and Jenna Barnard, Co-Heads of Strategic Fixed Income, share their thoughts on the subject, expanding on the risks and opportunities arising from this theme in 2019.

Strategic Fixed Income: concoction of stress factors

Strategic Fixed Income: concoction of stress factors

​An unhealthy concoction of factors are creating a classically late-cycle feel in the markets. John Pattullo, Co-Head of Strategic Fixed Income, simplifies the conundrums and shares his views.

(This video was recorded on Tuesday 9 October 2018).