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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Shifting Gears

Shifting Gears

Our Portfolio Construction Services team breaks down their goals-based approach for an optimal, simplified fixed income framework.

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.

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.

Asian Credit: Where Returns May Actually Match Risk

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.

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.

Fed Pivot Slows Advent of Cycle’s End

Fed Pivot Slows Advent of Cycle’s End

The U.S. Fixed Income team discusses how the Fed’s newfound patience could help stabilize the U.S. economy and extend the economic and credit cycles.

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At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.

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Combating Bond Market Volatility with Global Diversification

Co-Head of Global Bonds Nick Maroutsos explains why investors should be mindful of where they hold duration exposure in light of a flattening yield curve.

Sector Spotlight: Food and Beverage

Shifting consumer habits are shaking up the food and beverage industry, creating the need for a selective approach when owning these traditionally defensive names.

How Did They Miss it? Central Bankers and the Global Economic Downturn

How Did They Miss it? Central Bankers and the Global Economic Downturn

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong footed on economic growth in their countries and around the globe.

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Macro signals — early signs often come from the ground

Macro signals — early signs often come from the ground

John Pattullo, Co‑Head of Strategic Fixed Income, explains how the team arrive at a decision to include a particular bond in their portfolios.

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.