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.

Fixed Income Perspectives

Quarterly insight from our fixed income team 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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Know What You Own: Small-Cap Investing through a Market Shock

Know What You Own: Small-Cap Investing through a Market Shock

Small-cap company characteristics within an index can vary widely, creating hidden risks.

After the Crisis: Finding Long-Term Value in Small-Cap Stocks

After the Crisis: Finding Long-Term Value in Small-Cap Stocks

Identifying small-cap companies that can survive the crisis and deliver value over the long term.

Why Growth Has Outperformed Value in a Turbulent Market

Why Growth Has Outperformed Value in a Turbulent Market

Why growth has outperformed in the recent market sell-off and the outlook for value versus growth leadership going forward.

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.

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.

Market GPS: Staying Nimble to Find Value Opportunities

Market GPS: Staying Nimble to Find Value Opportunities

With stock multiples at historic highs, investors may need to increasingly consider downside risk and look broadly to find attractive valuations.

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.

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Market GPS: Keep a Close Watch on Corporate Earnings in 2020

Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.

Market GPS: High Stock Valuations Demand a Focus on Quality in 2020

As equity multiples climb, we believe investors should focus on high-quality value or cyclical stocks to help minimize risk.

Perkins CIO Outlook: Staying Mindful of the Consequences of Leverage

Perkins CIO Outlook: Staying Mindful of the Consequences of Leverage

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

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Value and Growth in the Current Market
Quick Views Value Equities

Value and Growth in the Current Market

Portfolio Manager Kevin Preloger discusses the implications for value investing in a market receiving mixed signals.

Challenging Environment Calls for Defensive Approach in Equities
Quick Views Value Equities

Challenging Environment Calls for Defensive Approach in Equities

Portfolio Manager Justin Tugman says slowing growth and rising multiples are making for a difficult investment environment. In his opinion, equities remain attractive, but investors should consider a defensive approach.

Let Others’ Mistakes Be Your Opportunity
Quick Views Value Equities

Let Others’ Mistakes Be Your Opportunity

Investors have flocked to the perceived “stability” of growth stocks, but growth at any price does not always lead to gains.