Global Perspectives

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 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.

LATEST INSIGHTS

Subscribe for relevant insights delivered straight to your inbox

Health Care Reform that Could <i>Lower</i> Costs
Quick Views Healthcare

Health Care Reform that Could Lower Costs

Amid a raft of costly proposals to overhaul U.S. health care, companies are hustling to find efficiencies and improve patient outcomes.

The Next Phase of Tech Disruption

The Next Phase of Tech Disruption

Portfolio Managers Doug Rao and Jeremiah Buckley discuss what the next phase of technology disruption may look like and the investment implications going forward.

Opportunities in Global Sustainable Equity

Opportunities in Global Sustainable Equity

Portfolio Manager Hamish Chamberlayne discusses recent developments affecting the world of sustainable and responsible investment (SRI).

Can Biotech Bounce Back?
Quick Views Healthcare

Can Biotech Bounce Back?

Portfolio Manager Andy Acker discusses biotechnology’s sell-off this year and why he thinks investors should not give up on the sector.

Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities
Quick Views China Interest Rates

Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities

Jeremiah Buckley discusses how shifts in central bank policy and slowing global growth have altered the equity investing landscape.

The Hawkish Rate Cut
Quick Views Interest Rates

The Hawkish Rate Cut

A pause after today’s rate cut may make sense in the short term, but greater accommodation may be necessary over the long haul.

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
Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate
Quick Views Property Equities

Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate

With the rise of e-commerce, physical spaces like shopping malls are losing relevance, putting pressure on the retail real estate sector.

Chinese Equities: Investing in Innovation

Charlie Awdry, Portfolio Manager for the Chinese Equities strategy, discusses how innovation is spurring growth and profitability in China.

Bond Market Dynamics Highlight Importance of Diversification
Quick Views Credit Volatility

Bond Market Dynamics Highlight Importance of Diversification

Most major credit asset classes are trading close to their 5-year average spread, limiting opportunities in asset allocation in today’s market.

Subscribe for relevant insights delivered straight to your inbox

“Whatever It Takes:” Reflecting on Mario Draghi’s Run as European Central Bank President
Quick Views Interest Rates

“Whatever It Takes:” Reflecting on Mario Draghi’s Run as European Central Bank President

Oliver Blackbourn, a Portfolio Manager on the UK-based Multi-Asset Team, comments on the departure of Mario Draghi as ECB president.

Finding Value in Bonds Amid Negative Rates

Finding Value in Bonds Amid Negative Rates

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

Demographics Reshape the Real Estate Landscape
Quick Views Property Equities

Demographics Reshape the Real Estate Landscape

Supply and demand in real estate is changing as millennials join the workforce and boomers retire, trends that warrant consideration by investors.