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 Dividend Index

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

Fixed Income Perspectives

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

Latest Insights

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COVID-19 Crisis Dramatically Alters 2020 Dividend Outlook

COVID-19 Crisis Dramatically Alters 2020 Dividend Outlook

Investment Director Jane Shoemake provides an update on dividend trends over the last quarter, along with a new “best and worst” forecast range for 2020.

The ‘Cold War of Technology’: new Huawei restrictions

The ‘Cold War of Technology’: new Huawei restrictions

Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode provide their views on the latest US restrictions imposed on Huawei and the ramifications for the company’s largest customers and the wider semiconductor industry.

What Will It Take to Reopen the Global Economy?

What Will It Take to Reopen the Global Economy?

An update on vaccines, fatality rates and lessons learned as economies reopen – the latest in a video series on the scientific and investment implications of COVID-19.

After the Virus: A Binary World

After the Virus: A Binary World

As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Global Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.

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?

COVID-19: Understanding the science & investment implications (Part 5)

COVID-19: Understanding the science & investment implications (Part 5)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

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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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.

The case for high yield bonds

Using a combination of eight charts and tables, corporate credit portfolio managers Seth Meyer and Tom Ross consider some of the potential risks and opportunities within the high yield sector of fixed income.

Energy companies choose different paths through crisis

Energy companies choose different paths through crisis

In a disrupted environment, energy companies are being forced to adjust in the short term while staying mindful of positioning for future growth.

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A healthy outlook for US banks

A healthy outlook for US banks

Why we remain positive on the outlook for U.S. banks after looking carefully at their first quarter earnings.

Technology for good: supporting the fight against COVID-19

Technology for good: supporting the fight against COVID-19

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.

After the Crisis: Finding long-term value in small-cap stocks

After the Crisis: Finding long-term value in small-cap stocks

Identifying small-cap companies that can survive the crisis and deliver value over the long term.