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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When Do You Know What You Know? Defining “Actual Knowledge” for Retirement Plan Participants

When Do You Know What You Know? Defining “Actual Knowledge” for Retirement Plan Participants

Recent legal activity highlights plan sponsors’ responsibilities for ensuring participants understand their 401(k) plan options.

Tell Tail Signs: Inflation Signals Holding Up

Tell Tail Signs: Inflation Signals Holding Up

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.

Convergence Returns to the Fore
Quick Views Interest Rates

Convergence Returns to the Fore

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

Downturn Implications and a Reconvergence of Rates

Downturn Implications and a Reconvergence of Rates

Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.

High Yield: Pushing Boundaries

High Yield: Pushing Boundaries

The dovish tilt to global monetary policy should be supportive of asset prices in the near term but Portfolio Managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high-yield bonds.

Convergence Returns to the Fore

Convergence Returns to the Fore

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

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

Globalization: Sorry, Donald, It’s Here to Stay

Global Head of Fixed Income Jim Cielinski discusses how attempts to push back on globalization could increase volatility and create a rocky path for investors.

Tug-of-War: Slowing Growth vs. Easing Monetary Policy

The U.S. Fixed Income team cautions that the tug-of-war between slowing growth and accommodation will likely be accompanied by periods of heightened uncertainty.

Are Markets Heading Toward a Binary Outcome?
Quick Views Interest Rates

Are Markets Heading Toward a Binary Outcome?

Portfolio Manager John Fujiwara explains how equity and bond views of the U.S. economy are at odds with each other following the Fed’s dovish pivot.

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The Race to Digital: Leaders Pull Ahead, Laggards Fall Behind

The Race to Digital: Leaders Pull Ahead, Laggards Fall Behind

Companies across all industries are working to transition to a digital economy – some with more success than others.

Closing the Conversation Gap with Clients

Closing the Conversation Gap with Clients

Michael Futterman, Head of Knowledge Labs™ Professional Development, explains the importance of clear communication between advisors and clients.

Creating a Client Experience that Wows… Every Step of the Way

Creating a Client Experience that Wows… Every Step of the Way

Take a critical look at your client experience – from first impressions to resolving service failures – to build long-term loyalty.