Global Perspectives

Global Fixed Income Compass

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

Global Dividend Index

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

Global Dividend Index

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

Latest Insights

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Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate
Quick Views Property Equities

Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate

With the rise of e-commerce, physical spaces like shopping malls are losing relevance, putting pressure on the retail real estate sector.

Energy: A Sector in Transition

Energy: A Sector in Transition

The energy sector as a whole has been the weakest-performing global high-yield sector. Our corporate credit team delves into the challenges facing high-yield energy issuers today.

The perceived lunacy of negative yields

The perceived lunacy of negative yields

John Pattullo, Co-Head of Strategic Fixed Income, explores the phenomenon of negative -yielding bonds; how they came about, why anyone might buy them and whether they are here to stay.

Investment roundtable: Views on the global economic outlook

Investment roundtable: Views on the global economic outlook

Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.

The next phase of tech disruption
Mega Trends North America

The next phase of tech disruption

Jeremiah Buckley, Co-Manager of the Janus Henderson Balanced Fund, and Doug Rao, Co-Manager of the Janus Henderson US Forty Fund, discuss what the next phase of technological disruption may look like, and some of the potential investment implications.

Health Care Reform that Could <i>Lower</i> Costs
Quick Views Healthcare

Health Care Reform that Could Lower Costs

Amid a raft of costly proposals to overhaul U.S. health care, companies are hustling to find efficiencies and improve patient outcomes.

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

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Generating returns in a low rate environment

In this round-table discussion, Nick Maroutsos, Dan Siluk and Jason England, portfolio managers on the Absolute Return Income strategy, talk candidly about matters affecting markets and how these are influencing their investment decisions.

Can biotech bounce back?

Biotechnology stocks have been suffering a decline for some months. But while the sector faces some challenges, attractive valuations and a rapid pace of medical innovation could become difficult for investors to ignore, says Portfolio Manager Andy Acker.

Property equities: showing resilience amid market uncertainty

Property equities: showing resilience amid market uncertainty

In this video recorded with e-fundresearch.com, Guy Barnard, Co-Head of Global Property Equities, provides an update on the asset class, discusses where his team believes the most attractive investment opportunities lie and shares his current outlook for property equities.

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A hawkish rate cut

A hawkish rate cut

A pause after October’s rate cut in the US may make sense in the short term, but greater accommodation may be necessary over the long haul.

High yield: blurred lines in valuations create opportunities

High yield: blurred lines in valuations create opportunities

In this video update, Tom Ross, corporate credit portfolio manager, looks at conditions in the high yield bond market, exploring how technical conditions, dispersion among credits and blurred lines in valuations are creating opportunities.

Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities
Quick Views China Interest Rates

Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities

Jeremiah Buckley discusses how shifts in central bank policy and slowing global growth have altered the equity investing landscape.