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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Market GPS: Global Technology 2020 Outlook

Market GPS: Global Technology 2020 Outlook

Portfolio Manager Denny Fish provides on update on the mega themes reshaping the technology landscape in 2020 and beyond.

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.

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.

Tariffs & Tech: Clarity, Please

Tariffs & Tech: Clarity, Please

Although tech stocks sold off on news of more tariffs, Research Analyst Jon Bathgate says secular tailwinds remain intact for the sector.

Cobalt: Saying “No” to Child Labor

Cobalt: Saying “No” to Child Labor

Ama Seery of the global Sustainable and Responsible Investment (SRI) Team discusses the humanitarian and investor concerns related to cobalt mining.

M&A Activity a Favored Prescription for Biopharmaceutical Companies
Quick Views Technology

M&A Activity a Favored Prescription for Biopharmaceutical Companies

Andy Acker discusses how biopharmaceutical companies utilize M&A strategies to fill product pipelines and maintain steady cash flows.

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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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Mid-Year Market GPS: Is Cloud Computing the Next Frontier for U.S. Equities?

Watching for the mega trends that have the potential to spark disruption and create opportunities.

Software as a Service: Secular Tailwinds, but Valuations Still Matter
Quick Views Technology

Software as a Service: Secular Tailwinds, but Valuations Still Matter

Why investors should balance the massive earnings potential of SaaS companies and their sometimes lofty valuations.

Mid-Year Market GPS: Disruptive Forces

Mid-Year Market GPS: Disruptive Forces

Focusing on secular growth drivers as the technology and health care sectors experience rapid change – and bouts of volatility.

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A Change of Flow in Global Water

A Change of Flow in Global Water

How data and technology could help address the challenges of providing a safe and reliable water supply and create investment opportunities.

Anti-Competitive a Hard Argument to Make Against Large Internet Platforms
Quick Views Technology

Anti-Competitive a Hard Argument to Make Against Large Internet Platforms

Research Analyst Tom DeLong discusses why large Internet companies are well positioned to withstand potential investigations into anti-competitive behavior.

Currents of Disruption: Ride-Sharing on Course for Long-Term Growth
Quick Views Technology

Currents of Disruption: Ride-Sharing on Course for Long-Term Growth

Ride-sharing remains a nascent industry. Here is why we see a long runway for growth.