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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UK election: A Tory win might be good for UK equities, but just for Christmas  Copy

UK election: A Tory win might be good for UK equities, but just for Christmas Copy

What impact might a Tory victory have on UK assets? James de Bunsen, portfolio manager in Janus Henderson’s UK-based Multi-Asset team, gives some insight into his expectations for the upcoming UK general election and what might follow.

Room to Grow? The Outlook for Equities Late in the Cycle
Quick Views Interest Rates

Room to Grow? The Outlook for Equities Late in the Cycle

Portfolio Managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.

Bond and Equity Markets Sending Mixed Signals on Economic Outlook

Bond and Equity Markets Sending Mixed Signals on Economic Outlook

John Pattullo, Co-Head of Strategic Fixed Income, provides insight on the chances of a soft or hard landing for the U.S. economy.

Roundtable Discussion: Navigating Low Rates and Political Upheaval
Quick Views Interest Rates

Roundtable Discussion: Navigating Low Rates and Political Upheaval

Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England talk candidly about how geopolitics and low interest rates are influencing the market.

Market GPS Investment Outlook 2020
Quick Views

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.

Three Reasons Investors Should Consider Global REITs
Quick Views Property Equities

Three Reasons Investors Should Consider Global REITs

In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.

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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Artificial Intelligence Borrowing from the Software as a Service Playbook
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Artificial Intelligence Borrowing from the Software as a Service Playbook

Portfolio Manager Denny Fish explains why the industry- and function-specific nature of AI applications is conducive for multiple specialized AI developers to thrive.

A Sharper Focus for 2020: Doing Well by Doing Good

In the face of worsening natural resource constraints, we believe investors could benefit by looking for companies focused on the circular economy.

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.

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Health Care Reform that Could <i>Lower</i> Costs
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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.

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.

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.