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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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.

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.

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.

Combating Bond Market Volatility with Global Diversification

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.

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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

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.

Tell Tail Signs: Any More Catalysts for Risk Assets?

Tell Tail Signs: Any More Catalysts for Risk Assets?

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.

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Tell Tail Signs: Thank You, Fed – At Least For Now …

Tell Tail Signs: Thank You, Fed – At Least For Now …

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.

Time to Go Domestic for U.S. Equities in 2019?

Time to Go Domestic for U.S. Equities in 2019?

Portfolio Managers Marc Pinto and Jeremiah Buckley look at the prospects for domestic U.S. equities, following a turbulent 2018.

Perkins CIO Outlook: Going With the Flow in Life, Not Investing

Perkins CIO Outlook: Going With the Flow in Life, Not Investing

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