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.

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Market GPS: The Outlook for Global Property Equities

Market GPS: The Outlook for Global Property Equities

Guy Barnard and Tim Gibson discuss key opportunities and risks for investors in global property equities in 2020.

Three Reasons Investors Should Consider Global REITs
Quick Views Property Equities

Three Reasons Investors Should Consider Global REITs

In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.

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.

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.

Summertime Limbo – How Low Can Yields Go?
Quick Views Property Equities

Summertime Limbo – How Low Can Yields Go?

As bond yields fall further, an allocation to REITs could offer the potential for improved risk-adjusted returns in a balanced portfolio.

The Case for Investing in Listed Property Equities

The Case for Investing in Listed Property Equities

Listed real estate stocks may offer the potential for enhanced returns, steady income and greater diversification.

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Addressing Your Home Bias with Global REITs

How can global REITs diversify portfolios and alleviate home bias? Portfolio Manager Greg Kuhl and Head of Portfolio Construction and Strategy Adam Hetts weigh in.

Global Property Equities: Going the Distance

Tim Gibson shares why he is keeping a close eye on U.S. interest rates and notes that disruption is unearthing opportunities for property equities investors.