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.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

China’s disruptive internet companies
Global Perspectives

China’s disruptive internet companies

Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses his recent trip to Hong Kong, where he met with a number of Chinese internet companies.

Have we returned to a Goldilocks economy?

Have we returned to a Goldilocks economy?

​Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.

China’s role on the global stage
Global Perspectives

China’s role on the global stage

Charlie Awdry, China equities portfolio manager, discusses how disruption is playing out in China and the potential disruptive impact of China on global markets going forward.

An American flavour to European high yield
Global Perspectives

An American flavour to European high yield

​Tom Ross and Tim Winstone, Corporate Credit Portfolio Managers, explore the reasons why US companies are borrowing through European bond markets and why this creates potential opportunities for investors.

Quick view: Fed’s dovish stance
Quick Views

Quick view: Fed’s dovish stance

With the US economy potentially slowing, the Federal Reserve says it does not expect to raise rates in 2019. Nick Maroutsos, Co-Head of Global Bonds, explains what that could mean for investors.

Fascinated by income

Fascinated by income

​Tom Ross, corporate credit portfolio manager, looks at the idiosyncrasies of the European high yield bond market, one of the last bastions of income in a yield-starved world. ‘It is better to have a permanent income than be fascinating’, claimed the celebrated novelist and playwright Oscar Wilde. As bond investors who are often unjustly characterised

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

HGI_DNA_1

Solid earnings growth tempers recessionary fears

George Maris, Co-Head of Equities, and Nick Maroutsos, Co-Head of Global Bonds, explain how hand wringing over the US yield curve may conceal positive signals from the corporate sector.

Breaking down plastic pollution

Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.

Digital health: sales versus social impact

Digital health: sales versus social impact

​Janus Henderson’s Global Technology team is actively engaged with its existing holdings on a range of Environmental Social and Governance (ESG) criteria in order to promote sustainable growth. Here, the team discusses how they were one of the first asset managers to engage with companies on the issues facing the video game industry.

Subscribe for relevant insights delivered straight to your inbox

Evolution of the China opportunity set

Evolution of the China opportunity set

In this video, Charlie Awdry, China equities portfolio manager, talking at the Janus Henderson 2019 UK Investment Conference, discusses the rapidly evolving Chinese consumer and the depth of opportunity the market affords to investors.

REITS – “What have you done for me lately?”

REITS – “What have you done for me lately?”

​‘Real Matters’ provides the latest insights and thoughts from the Janus Henderson Global Property Equities Team. In the third article in the series, Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss the recent performance of REITs and the diversification benefits they can provide.

Three key factors facing fixed income in 2019

Three key factors facing fixed income in 2019

Nick Maroutsos, Co-Head of Global Bonds, shares his views on fixed income markets, discussing factors such as US interest rates and liquidity in 2019, as well any changes to portfolio strategy in the coming year.