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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Energy: A Sector in Transition

Energy: A Sector in Transition

The energy sector as a whole has been the weakest-performing global high-yield sector. Our corporate credit team delves into the challenges facing high-yield energy issuers today.

Low Yield Is Not No Yield: Opportunities in Structured Credit

Low Yield Is Not No Yield: Opportunities in Structured Credit

Our structured credit team highlights attractive aspects of the securitized market, including relatively short durations, high-quality credit ratings and attractive yields

The Perceived Lunacy of Negative Yields

The Perceived Lunacy of Negative Yields

John Pattullo, Co-Head of Strategic Fixed Income, explores the phenomenon of negative -yielding bonds; how they came about, why anyone might buy them and whether they are here to stay.

Investment Roundtable: Views on the Global Economic Outlook

Investment Roundtable: Views on the Global Economic Outlook

Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.

Navigating Rate Uncertainty with Agency MBS
Quick Views Interest Rates

Navigating Rate Uncertainty with Agency MBS

Mortgage-backed securities, an often-overlooked component of traditional fixed income, may help investors better navigate uncertain rates markets.

Bond Markets at Inflection Point as Economic Outlook Remains Unknown
Quick Views Interest Rates

Bond Markets at Inflection Point as Economic Outlook Remains Unknown

Co-Head of Strategic Fixed Income Jenna Barnard explains why she feels bond markets are at a critical inflection point.

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

Millennial Journeys Toward Retirement

In a series of podcasts and videos, our millennial colleagues share their views on preparing for retirement.

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.

Tell Tail Signs: Options Markets Still Sniffing Inflation

Tell Tail Signs: Options Markets Still Sniffing Inflation

Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.

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Brexit Update – Curb Your Enthusiasm
Quick Views Brexit

Brexit Update – Curb Your Enthusiasm

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last-minute plot twist emerging from the Brexit negotiations.

When Evaluating Small-Cap Stocks, Capital Efficiency Is Key
Quick Views ETF

When Evaluating Small-Cap Stocks, Capital Efficiency Is Key

Assessing a company’s ability to invest capital wisely is critical to evaluating the growth potential of small-cap stocks.

Quest for Yield Means Making Cash Work Harder
Quick Views Credit Interest Rates

Quest for Yield Means Making Cash Work Harder

Portfolio Manager Dan Siluk discusses the challenges of generating positive yield amid falling rates and economic uncertainty.