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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Volatility Warrants Caution in U.S. High Yield

Volatility Warrants Caution in U.S. High Yield

While U.S. high yield remains an attractive asset class, lofty valuations and rising uncertainty demand a focus on company fundamentals.

Fed Turns a Page, Cuts Rates
Quick Views Interest Rates

Fed Turns a Page, Cuts Rates

Nick Maroutsos, Co-Head of Global Bonds, discusses the Federal Reserve’s first rate cut in more than a decade and what it means for investors.

Convergence Returns to the Fore
Quick Views Interest Rates

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.

Downturn Implications and a Reconvergence of Rates

Downturn Implications and a Reconvergence of Rates

Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.

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.

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.

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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Are Markets Heading Toward a Binary Outcome?

Portfolio Manager John Fujiwara explains how equity and bond views of the U.S. economy are at odds with each other following the Fed’s dovish pivot.

Fed Serving Up What Market is Craving
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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.

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

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What the Fed Pivot Means for Asset Class Correlation

What the Fed Pivot Means for Asset Class Correlation

Hear why diversification could be especially important in today’s market environment and why investors should be mindful of correlation.

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.