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 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.

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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.

Outlook for Asia ‒ potential to surprise amid uncertainty

Outlook for Asia ‒ potential to surprise amid uncertainty

Andrew Gillan and Mervyn Koh, Asian growth equities portfolio managers, provide a year-end review of the market and discuss where they see compelling opportunities to invest in Asia’s vast growth potential.

Secured Credit outlook 2020 — heading for positive but more modest excess returns with increasing dispersion

Secured Credit outlook 2020 — heading for positive but more modest excess returns with increasing dispersion

Colin Fleury, Head of Secured Credit, shares his views on fixed income markets for the year ahead. While 2019 was generally a strong year across risk asset classes, he believes caution may be warranted in 2020.

Search for stable income continues in 2020

Search for stable income continues in 2020

Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.

Fed policy to cast a shadow over 2020

Fed policy to cast a shadow over 2020

Co-Head of Global Bonds Nick Maroutsos identifies the opportunities and risks he sees for fixed income investors in 2020 as the US Federal Reserve’s near-term policy path remains far from certain.

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.

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How And Where to Access Listed Property Amid Uncertainty

The impact of technology and disruption on the property sector is creating structural growth opportunities for this asset class, but investors need to stay active to access these and, at the same time, counter expected slower economic growth in 2020.

Adapting to Disruption in Real Estate

Rising uncertainty and slower growth in the global economy bodes well for global property equities, especially in sectors expected to benefit from the disruptive forces of technology and innovation globally.

China: Resilient Despite Challenges

China: Resilient Despite Challenges

A slowing economy, geopolitical adversity and a ratcheting down of global growth expectations have been the backdrop for the most of 2019, but there’s evidence China can weather the turmoil.

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Finding Value in Fixed Income

Finding Value in Fixed Income

Amid low yields and negative rates in developed markets, investors should increasingly add more portfolio exposure to Asian credit as they adapt fixed income allocations.

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.

An evolving role for Asian dividend paying stocks

An evolving role for Asian dividend paying stocks

As investors realise the need to view market opportunities and allocate assets in a different way in today’s uncertain landscape, dividend paying stocks can offer an effective income play Striking the right balance between bond proxies and cyclical yield.