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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The Fed Remains Accommodative
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The Fed Remains Accommodative

Nick Maroutsos discusses why he believes today’s Fed decision to leave rates unchanged should support the positive environment for stock and bond markets in 2020.

ECB Meeting: One for the Specialists
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ECB Meeting: One for the Specialists

Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of this week’s European Central Bank meeting.

Global Outlook 2020: A Tale of Two Halves

Global Outlook 2020: A Tale of Two Halves

Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.

Market GPS: A Soft Landing Should Support Fixed Income in 2020

Market GPS: A Soft Landing Should Support Fixed Income in 2020

In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.

Staying Strategic in Global Fixed Income

Staying Strategic in Global Fixed Income

Nick Maroutsos and Adam Hetts discuss the role of global fixed income strategies in the face of recent market shifts.

Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020

Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020

John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.

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At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.

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Market GPS: Outlook for Bond Markets Hinges on Trajectory of Global Economy

Co-Heads of Strategic Fixed Income Jenna Barnard and John Pattullo discuss the outlook for bond markets in 2020.

Market GPS: Investors Should Expect the Unexpected in 2020

Ash Alankar reveals what surprises 2020 may have in store for markets, including a possible rebound in non-U.S. equities and an overdue rise in inflation.

Fed Decision Hits the Wrong Target
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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.

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Market GPS: Fed Policy to Cast Long Shadow over 2020

Market GPS: Fed Policy to Cast Long Shadow over 2020

Nick Maroutsos highlights what fixed income investors can expect in 2020 as the Fed’s near-term policy path remains far from certain.

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.