Global Perspectives

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 Sector Views

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

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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Market GPS: Investors Should Expect the Unexpected in 2020

Market GPS: Investors Should Expect the Unexpected in 2020

Ash Alankar reveals what surprises 2020 may have in store for markets, including a possible rebound in non-U.S. equities and an overdue rise in inflation.

Plan Talk: Best of 2019

Plan Talk: Best of 2019

The year’s final Plan Talk podcast highlights key updates, trends and stories in the defined contribution space from 2019.

UK Election Signals Inflows and Takeovers
Quick Views Brexit

UK Election Signals Inflows and Takeovers

Portfolio Manager Laura Foll discusses the UK equity market’s reaction to Conservatives’ sweeping win and the long-term implication for investors.

UK Election Reaction: Continuity and Change
Quick Views Brexit

UK Election Reaction: Continuity and Change

Paul O’Connor, Head of the UK Multi-Asset Team, gives his reaction to the UK election result and what it means for the Brexit process.

Market GPS: Sustainable Equities in 2020 and Beyond

Market GPS: Sustainable Equities in 2020 and Beyond

We see reason to remain optimistic in 2020 by focusing on companies whose business models support a sustainable global economy.

Marching to a Million: How Are Millennials Managing Their Finances?

Marching to a Million: How Are Millennials Managing Their Finances?

In a series of podcasts and videos, our millennial colleagues share their views on saving for the future.

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

Fed Decision Hits the Wrong Target

Nick Maroutsos explains why the Fed’s refusal to address structural flaws in short-term lending markets risks a repeat of September’s repo market volatility.

Market GPS: The Outlook for Health Care Stocks in 2020

After a volatile 2019, what can health care investors expect in the new year?

3 Ways to Address the Rising Stress in our Youth

3 Ways to Address the Rising Stress in our Youth

In our latest podcast, John Evans, Ed.D., Head Strategist of Knowledge Labs TM, interviews Dr. Julie Wei, Division Chief, Division of Otolaryngology and Department of Surgery at Nemours Children’s Health System, on addressing the rising stress in our youth.

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Market GPS: High Stock Valuations Demand a Focus on Quality in 2020

Market GPS: High Stock Valuations Demand a Focus on Quality in 2020

As equity multiples climb, we believe investors should focus on high-quality value or cyclical stocks to help minimize risk.

Market GPS: Will Economic Growth Reaccelerate in 2020?

Market GPS: Will Economic Growth Reaccelerate in 2020?

Signs of a slight uptick in global economic growth next year are emerging. Should the growth materialize, we think stocks could benefit.

Market GPS: Fed Policy to Cast Long Shadow over 2020

Market GPS: Fed Policy to Cast Long Shadow over 2020

Nick Maroutsos highlights what fixed income investors can expect in 2020 as the Fed’s near-term policy path remains far from certain.