Global Perspectives

Global Dividend Index

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

Janus Henderson Corporate Debt Index

The Corporate Debt Index is the first edition in a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks and opportunities ahead.

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Asian equities: China remains a double-edged sword
Global Perspectives

Asian equities: China remains a double-edged sword

Andrew Gillan, Head of Asia ex Japan Equities, expects China to remain central to the key opportunities and risks for Asian equity markets in 2019.

‘The only thing that is constant is change’

‘The only thing that is constant is change’

​Disruption is a constant process and any successful investment strategy must take this into account. Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the opportunities that disruption can offer in the Asia region.

China: the next wave of tech disruptors

China: the next wave of tech disruptors

Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.

The ‘haves’ and ‘have-nots’ in the game of disruption

The ‘haves’ and ‘have-nots’ in the game of disruption

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how an uneven geographical divide in technology is melding with a world of divergent growth and interest rate outlooks

Global Technology: investing in innovation

Global Technology: investing in innovation

Richard Clode, portfolio manager in the UK-based Janus Henderson Global Technology Team, discusses the concept of innovation, its importance in the team’s investment decisions and where the most attractive opportunities currently are.

China’s pharma boom

China’s pharma boom

Ethan Lovell, co-portfolio manager of Janus Henderson’s Global Life Sciences Strategy, discusses how China is becoming a fast-growing market for biopharmaceutical companies.

Sustainability & disruption: natural twins

Sustainability & disruption: natural twins

Hamish Chamberlayne, Portfolio Manager of the Global Sustainable Equity Strategy, discusses how these interlinked themes are penetrating every sector of the economy

Navigating the drug pricing debate

Navigating the drug pricing debate

When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.

Delivery and healthcare: Amazon continues to invest in long-term opportunities

Delivery and healthcare: Amazon continues to invest in long-term opportunities

​Alison Porter, Portfolio Manager on the Global Technology Team, discusses Amazon’s latest foray into the delivery and healthcare sectors and its implications for investors.

Global Tech: the importance of navigating the hype cycle

Global Tech: the importance of navigating the hype cycle

Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.

“The King is dead, long live the King!” – real estate and technology

“The King is dead, long live the King!” – real estate and technology

Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss how real estate is being reinvented and rejuvenated by rapid advances in technology and how their portfolios are actively positioned to gain from these evolving trends.

Tech titans’ results continue to support the ‘technology flywheel’

Tech titans’ results continue to support the ‘technology flywheel’

Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode, discuss how recent earnings announcements by Apple, Amazon, Alphabet (Google), Facebook and Microsoft highlight the team’s view that the technology sector continues to take share.