Global Perspectives

Global Fixed Income Compass

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

Global Dividend Index

A long-term study into global dividend trends, analyzing dividends paid each quarter by the 1,200 largest firms by market capitalization.

Global Snapshot

The Janus Henderson Global Snapshot explores themes driving markets, trends to watch, market metrics and an outlook for regions and sectors at quarter end.

Global Sector Views

Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.

LATEST INSIGHTS

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Bond Markets at Inflection Point as Economic Outlook Remains Unknown
Quick Views Interest Rates

Bond Markets at Inflection Point as Economic Outlook Remains Unknown

Co-Head of Strategic Fixed Income Jenna Barnard explains why she feels bond markets are at a critical inflection point.

Millennial Journeys Toward Retirement

Millennial Journeys Toward Retirement

In a series of podcasts and videos, our millennial colleagues share their views on preparing for retirement.

Value and Growth in the Current Market
Quick Views Value Equities

Value and Growth in the Current Market

Portfolio Manager Kevin Preloger discusses the implications for value investing in a market receiving mixed signals.

Tell Tail Signs: Options Markets Still Sniffing Inflation

Tell Tail Signs: Options Markets Still Sniffing Inflation

Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.

Brexit Update – Curb Your Enthusiasm
Quick Views Brexit

Brexit Update – Curb Your Enthusiasm

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last-minute plot twist emerging from the Brexit negotiations.

When Evaluating Small-Cap Stocks, Capital Efficiency Is Key
Quick Views ETF

When Evaluating Small-Cap Stocks, Capital Efficiency Is Key

Assessing a company’s ability to invest capital wisely is critical to evaluating the growth potential of small-cap stocks.

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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Quest for Yield Means Making Cash Work Harder
Quick Views Credit Interest Rates

Quest for Yield Means Making Cash Work Harder

Portfolio Manager Dan Siluk discusses the challenges of generating positive yield amid falling rates and economic uncertainty.

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.

Marching to a Million: Meet Our Millennials

Marching to a Million: Meet Our Millennials

In a series of podcasts and videos, our millennial colleagues share their views on preparing for retirement.

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Global Sector Views: Is the U.S. Headed for Recession?

Global Sector Views: Is the U.S. Headed for Recession?

As trade tensions potentially distort the economic outlook, investors should prepare for market volatility and focus on defensive growth companies.

Tell Tail Signs: Options Markets Still Sniffing Inflation

Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.

The Art of Storytelling

The Art of Storytelling

Michael Futterman, Head of Knowledge Labs™ Professional Development, discusses the art of storytelling as a guest on the podcast “Becoming Referable.”