Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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.

Fixed Income Perspectives

Quarterly insight from our fixed income team to help clients navigate the markets and opportunities ahead.

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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Tell Tail Signs: With the World Distracted, Options Markets Sniffing Signs of Inflation

Tell Tail Signs: With the World Distracted, Options Markets Sniffing 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: Inflation Signals Holding Up

Tell Tail Signs: Inflation Signals Holding Up

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.

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.

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.

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.

Globalization: Sorry, Donald, It’s Here to Stay

Globalization: Sorry, Donald, It’s Here to Stay

Global Head of Fixed Income Jim Cielinski discusses how attempts to push back on globalization could increase volatility and create a rocky path for investors.

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

We call this ethos Knowledge. Shared

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.

Mid-Year Market GPS 2019

Which themes are shaping the 2019 investment landscape? Read the thinking of our investment teams in the Janus Henderson Mid-Year Market GPS.

Tell Tail Signs: Signs of Inflation Continue …

Tell Tail Signs: Signs of Inflation Continue …

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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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.

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.

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.