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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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.

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

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

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.

Global Sector Views

Global Sector Views

Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.

Mid-Year Market GPS 2019

Mid-Year Market GPS 2019

Which themes are shaping the 2019 investment landscape? Read the thinking of our investment teams in the Janus Henderson Mid-Year Market GPS.

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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Tell Tail Signs: Signs of Inflation Continue …

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.

Asian Credit: Where Returns May Actually Match Risk

Co-Head of Global Bonds Nick Maroutsos explains why Asia may be an attractive destination for bond investors as loose developed market monetary policy lingers.

Perkins CIO Outlook:The Booming U.S. Stock Market … Will It Last?

Perkins CIO Outlook:The Booming U.S. Stock Market … Will It Last?

Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.

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Tell Tail Signs: Finally, Some Signs of Inflation …

Tell Tail Signs: Finally, Some Signs of 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.

Tell Tail Signs: The Twilight of Accommodative Monetary Policy’s Efficacy

Tell Tail Signs: The Twilight of Accommodative Monetary Policy’s Efficacy

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.

Have We Returned to a Goldilocks Economy?

Have We Returned to a Goldilocks Economy?

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