Global Perspectives

Global Dividend Index

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

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 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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Coronavirus and Health Care: A Complex Dynamic
Quick Views Healthcare Volatility

Coronavirus and Health Care: A Complex Dynamic

As the coronavirus spreads, some health care companies have warned about falling revenues, while other firms are working on a treatment – and seeing their stocks rise.

Coronavirus Uncertainty Likely to Force Fed’s Hand

Coronavirus Uncertainty Likely to Force Fed’s Hand

Nick Maroutsos explains why uncertainty surrounding the coronavirus and its economic impact will lead to perhaps two Fed rate cuts this year.

Finding Smart Growth in SaaS

Finding Smart Growth in SaaS

The importance of uncovering smart, sustainable growth as the trend of Software as a Service (SaaS) evolves.

Reflecting on Coronavirus’ Impact on Today’s Bond Markets
Quick Views Credit Volatility

Reflecting on Coronavirus’ Impact on Today’s Bond Markets

Heightened concerns around the spreading coronavirus caused large moves in many fixed income markets today.

With Low Rates on the Horizon, Stay Mindful of Downside Risk
Quick Views Value Equities

With Low Rates on the Horizon, Stay Mindful of Downside Risk

Given the prospect of low future returns, we think investors should focus on minimizing downside risk while seeking overlooked value opportunities.

COVID-19: Assessing the Impact on Property Markets
Quick Views China Property Equities

COVID-19: Assessing the Impact on Property Markets

Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.

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

Is High-Yield Risk as Asymmetric as It Looks?
Quick Views Credit

Is High-Yield Risk as Asymmetric as It Looks?

Examining the history of high-yield spreads to determine whether tight spreads suggest increased risk of weak future performance.

Energy Outlook: A Tale of Two Halves in 2020
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Energy Outlook: A Tale of Two Halves in 2020

The world has an oversupply of oil, but the second half of 2020 could present a different picture. Learn what the change could mean for beleaguered energy stocks.

Election Insights: Post Primaries, Options Market Signals Low Risk
Quick Views Featured Volatility

Election Insights: Post Primaries, Options Market Signals Low Risk

With Democratic primaries now underway, the options market remains sanguine about financial market risk.

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Perkins CIO Outlook: Basic Math Suggests the Low-Return World Is Getting Ridiculous

Perkins CIO Outlook: Basic Math Suggests the Low-Return World Is Getting Ridiculous

Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.

Coronavirus: Does it Change the Outlook for Chinese Equities?
Quick Views China Featured

Coronavirus: Does it Change the Outlook for Chinese Equities?

Assessing the impact of the coronavirus outbreak and potential implications for investors.

China in Uncharted Territory
Quick Views China Featured

China in Uncharted Territory

With infrastructure investment the last reliable lever policymakers have to manage the Chinese economy’s trajectory, the golden age of China’s economic boom may be over.