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 Sector Views

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

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.

LATEST INSIGHTS

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China: Resilient Despite Challenges
Quick Views China

China: Resilient Despite Challenges

China Equities Portfolio Manager May Ling Wee discusses sectors in China that she believes could represent attractive investment opportunities.

UK Election Signals Inflows and Takeovers
Quick Views Brexit

UK Election Signals Inflows and Takeovers

Portfolio Manager Laura Foll discusses the UK equity market’s reaction to Conservatives’ sweeping win and the long-term implication for investors.

UK Election Reaction: Continuity and Change
Quick Views Brexit

UK Election Reaction: Continuity and Change

Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.

Fed Decision Hits the Wrong Target
Quick Views Featured Interest Rates

Fed Decision Hits the Wrong Target

Nick Maroutsos explains why the Fed’s refusal to address structural flaws in short-term lending markets risks a repeat of September’s repo market volatility.

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

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.

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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: Consumer Spending and Low Rates Favor Stocks in 2020

A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.

Updated Life Expectancy Tables Would Have Minimal Impact on Minimum Distributions

Updated Life Expectancy Tables Would Have Minimal Impact on Minimum Distributions

To account for longer life expectancies, new regulation aims to lower required minimum distributions from retirement accounts. Here’s what to expect.

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Market GPS: Investment Themes to Watch in 2020

Market GPS: Investment Themes to Watch in 2020

In our Market GPS: Investment Outlook 2020, our asset class heads provide their views on investment themes to watch in the year ahead.

Artificial Intelligence Borrowing from the Software as a Service Playbook
Quick Views Technology

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

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.