Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Equity Perspectives

Quarterly insight from our Equity team to help clients navigate the markets and opportunities ahead.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the risks 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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Mid-Year Market GPS: Is Cloud Computing the Next Frontier for U.S. Equities?

Mid-Year Market GPS: Is Cloud Computing the Next Frontier for U.S. Equities?

Watching for the mega trends that have the potential to spark disruption and create opportunities.

Mid-Year Market GPS: Geopolitical Tensions

Mid-Year Market GPS: Geopolitical Tensions

Insight on navigating geopolitical risk amid shifting attitudes toward globalization.

Software as a Service: Secular Tailwinds, but Valuations Still Matter
Quick Views Technology

Software as a Service: Secular Tailwinds, but Valuations Still Matter

Why investors should balance the massive earnings potential of SaaS companies and their sometimes lofty valuations.

Fed Serving Up What Market is Craving
Quick Views Interest Rates

Fed Serving Up What Market is Craving

Why the Federal Reserve was correct in not cutting rates Wednesday and which factors may justify a move lower in July.

Mid-Year Market GPS: Disruptive Forces

Mid-Year Market GPS: Disruptive Forces

Focusing on secular growth drivers as the technology and health care sectors experience rapid change – and bouts of volatility.

Mid-Year Market GPS: When it Comes to Stocks, Trade Rules

Mid-Year Market GPS: When it Comes to Stocks, Trade Rules

Why Portfolio Manager George Maris is keeping a sharp eye on trade disputes in the second half of 2019.

A Change of Flow in Global Water

A Change of Flow in Global Water

How data and technology could help address the challenges of providing a safe and reliable water supply and create investment opportunities.

Do You Remember the Global Financial Crisis?
Quick Views Volatility

Do You Remember the Global Financial Crisis?

Portfolio Manager John Pattullo says a combination of fiscal and monetary policy, along with structural reform, is needed to spur global growth.

Assessing the BBB Bond Market: It’s Not as Bad as it Seems
Quick Views Credit

Assessing the BBB Bond Market: It’s Not as Bad as it Seems

Co-Head of Global Credit Research and Portfolio Manager John Lloyd explains why concerns surrounding the growth in BBB-rated debt may be overblown.

Bailing Out the Titanic with a Teaspoon (or Why Hope Is a Strategy for the ECB)
Quick Views Interest Rates

Bailing Out the Titanic with a Teaspoon (or Why Hope Is a Strategy for the ECB)

The June 6 meeting of the European Central Bank (ECB) effectively marked the beginning of the end of its president, Mario Draghi’s, reign.

Anti-Competitive a Hard Argument to Make Against Large Internet Platforms
Quick Views Technology

Anti-Competitive a Hard Argument to Make Against Large Internet Platforms

Research Analyst Tom DeLong discusses why large Internet companies are well positioned to withstand potential investigations into anti-competitive behavior.

Do Tariffs Impact Small Caps?

Do Tariffs Impact Small Caps?

Despite their domestic focus, small-cap stocks could still be at risk from rising tariffs, says Portfolio Manager Craig Kempler.