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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Global Sector Views: Is the U.S. Headed for Recession?

Global Sector Views: Is the U.S. Headed for Recession?

As trade tensions potentially distort the economic outlook, investors should prepare for market volatility and focus on defensive growth companies.

Topical Questions Amid a More Political Economy
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Topical Questions Amid a More Political Economy

Nick Maroutsos, Co-Head of Global Bonds, discusses how the macroeconomic landscape is shaping his team’s investment decision-making.

Challenging Environment Calls for Defensive Approach in Equities
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Challenging Environment Calls for Defensive Approach in Equities

Portfolio Manager Justin Tugman says slowing growth and rising multiples are making for a difficult investment environment. In his opinion, equities remain attractive, but investors should consider a defensive approach.

Catching Falling Angels: Finding Opportunities in Crossover Credit
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Catching Falling Angels: Finding Opportunities in Crossover Credit

A growing segment of BBB rated securities are priced to fall into the high-yield market, which could present opportunities for high-yield investors.

Lower Rates Create Opportunities in Today’s Mortgage Market
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Lower Rates Create Opportunities in Today’s Mortgage Market

Low mortgage rates have sparked a refinancing wave that could create opportunities for investors in mortgage-backed securities.

ECB: Super Mario Bros. 2 (Kitchen Sink Edition)
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ECB: Super Mario Bros. 2 (Kitchen Sink Edition)

Andrew Mulliner, CFA, a Global Bonds Portfolio Manager, reflects on the European Central Bank’s decision to cut rates and bring back quantitative easing.

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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Taking a Balanced Approach to Investing in Cancer Therapy
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Taking a Balanced Approach to Investing in Cancer Therapy

There’s more than one way to gain exposure to advances in oncology, say Andy Acker, Dan Lyons and Luyi Guo of the Global Life Sciences Team.

Reprogram Your Bad Tech Habits

Banish multitasking and procrastination by establishing positive smartphone habits. Dr. John L. Evans Jr. shares how to maintain a deep focus on what matters.

Don’t Let the Trade Wars Detract from Asia’s Structural Growth Story
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Don’t Let the Trade Wars Detract from Asia’s Structural Growth Story

Andrew Gillan, Head of Asia ex Japan Equities, explains why investors should focus on Asia’s long-term structural growth story.

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The Importance of Being Active: Why Passive Exposure in High Yield Is Not Enough
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The Importance of Being Active: Why Passive Exposure in High Yield Is Not Enough

The U.S. high-yield market’s relatively flat return last month obscured significant divergence of returns within the index, highlighting the value of active management.

Companies Continue to Raise Dividends
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Companies Continue to Raise Dividends

Our quarterly report on global dividends finds that payouts hit a new record during the second quarter.

When Fixed Income Diversification Becomes “Diworsification”
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When Fixed Income Diversification Becomes “Diworsification”

Following a tumultuous August, the PCS team discusses how fixed income diversification may be overcomplicating and hindering portfolios.