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: Keep a Close Watch on Corporate Earnings in 2020

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: Out of the Goldilocks Zone?

Market GPS: Out of the Goldilocks Zone?

David Elms, Head of Diversified Alternatives, offers insight into where he sees opportunities in the alternatives space heading into 2020.

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.

Bond Market Dynamics Highlight Importance of Diversification
Quick Views Credit Volatility

Bond Market Dynamics Highlight Importance of Diversification

Most major credit asset classes are trading close to their 5-year average spread, limiting opportunities in asset allocation in today’s market.

As Bond Volatility Rises, Mortgage-Backed Securities May Provide Defensive Diversification
Quick Views Credit Volatility

As Bond Volatility Rises, Mortgage-Backed Securities May Provide Defensive Diversification

Portfolio Managers John Kerschner and Nick Childs discuss how MBS can provide diversification in volatile corporate and government bond markets.

When Fixed Income Diversification Becomes “Diworsification”
Quick Views Volatility

When Fixed Income Diversification Becomes “Diworsification”

Following a tumultuous August, the PCS team discusses how fixed income diversification may be overcomplicating and hindering portfolios.

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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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Growth Slowing, but Precipitous Drop Unlikely
Quick Views Volatility

Growth Slowing, but Precipitous Drop Unlikely

Although the current economic expansion is aging, leading indicators do not indicate a sharp contraction.

Inverted Yield Curve Signals Caution, Even if Recession Remains Distant

Fixed Income Portfolio Managers John Lloyd and John Kerschner discuss the inverted yield curve and its implications for bond investors.

Don’t Discount a 2020 Rebound
Quick Views Volatility

Don’t Discount a 2020 Rebound

While the near-term outlook for the global economy remains weak, some signs indicate that 2020 may be a recovery year.

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Inflation Risks in a Distracted Market

Inflation Risks in a Distracted Market

As investors focus on the slowing global economy, options markets are warning of another risk that may be flying under the radar: inflation.

Attaching a Price to Bond Market Liquidity

Attaching a Price to Bond Market Liquidity

With rates low and markets volatile, investors may need to expand their toolkit to reach return objectives.

Learning from Argentina: The Importance of Balance in Bond Portfolios
Quick Views Volatility

Learning from Argentina: The Importance of Balance in Bond Portfolios

The swift collapse in Argentina’s financial markets is a blunt reminder to consider how fixed income portfolios are invested and with what risk.