Global Perspectives

Global Dividend Index

A long-term study into global dividend trends, analyzing dividends paid each quarter by the 1,200 largest firms by market capitalization.

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.

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.

LATEST INSIGHTS

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Plan Talk: When Discussing Retirement Plans, Profitability is Key

Plan Talk: When Discussing Retirement Plans, Profitability is Key

Retirement Director Ben Rizzuto offers key strategies for approaching retirement plan conversations by focusing on problem-solving and profitability.

The Unexpected Costs of the Government Shutdown

The Unexpected Costs of the Government Shutdown

The government shutdown is undeniably stressful for federal workers, but how much is financial stress costing the country? Ben Rizzuto weighs in.

Navigating Volatile Bond Markets

Navigating Volatile Bond Markets

Nick Maroutsos explains why the Fed will likely not meet its 2019 interest rate target and how investors should position themselves for a more subdued rate path.

Setting the Stage for 2019

Setting the Stage for 2019

Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.

High Yield – Navigating a Slowdown

High Yield – Navigating a Slowdown

Credit managers Tom Ross, Thomas Hanson and Seth Meyer contrast the current backdrop for high yield with previous tightening cycles, indicating that dispersion can be the friend of the active investor.

Risks and Opportunities in Agency MBS

Risks and Opportunities in Agency MBS

A number of factors are set to influence agency MBS in 2019. Head of U.S. Securitized Products John Kerschner discusses the market’s dynamics and the risks and opportunities on the horizon.

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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Cracks in the Credit Cycle

Portfolio Managers Darrell Watters and Mike Keough identify signals indicative of an advancing credit cycle and highlight what to watch in the year ahead.

Inflation – Is That It?

John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors that he believes indicate that current inflation is more cyclical than structural.

Equity Market Stress Monitor

Equity Market Stress Monitor

The Equity Market Stress Monitor may be used to gain insight to market risk regimes, contextualize beta risk management and complement investors’ conventional risk metrics.

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How Tooting Your Own Horn Can Become a Client-Winning Duet

How Tooting Your Own Horn Can Become a Client-Winning Duet

Are you taking stock of last year’s many accomplishments? Retirement expert Ben Rizzuto talks about why you may want to share them with clients as well.

Knowledge Labs | Is your Proprietary TDF a Trojan Horse?

Knowledge Labs | Is your Proprietary TDF a Trojan Horse?

Are you up to date with the latest in defined contribution? Stay current on events that could impact your plan or plan participants.

Tail Risk Report: Uncertainty on the Rise … Who Will Blink First – the Fed or the Market?

Tail Risk Report: Uncertainty on the Rise … Who Will Blink First – the Fed or the Market?

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.