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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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.

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 role of bonds in a negative rate world

The role of bonds in a negative rate world

Despite the ultra-low interest rate environment, Jim Cielinski, Global Head of Fixed Income, discusses bond’s role as a diversifier in a broad portfolio.

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.

Low yield is not no yield: Opportunities in structured credit

Low yield is not no yield: Opportunities in structured credit

Our structured credit team highlights attractive aspects of the securitized market, including relatively short durations, high-quality credit ratings and attractive yields

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.

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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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As Bond Volatility Rises, Mortgage-Backed Securities May Provide Defensive Diversification
Quick Views Credit Volatility

As Bond Volatility Rises, Mortgage-Backed Securities May Provide Defensive Diversification

Portfolio Managers John Kerschner and Nick Childs discuss how MBS can provide diversification in volatile corporate and government bond markets.

Asian Credit: where returns may actually match risk

Nick Maroutsos, Co-Head of Global Bonds, sets out some of the reasons why Asia ex-Japan debt offers a potentially attractive destination for globally-minded bond investors.