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.

Global Fixed Income Compass

Quarterly insight from our fixed income teams 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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Coronavirus: Does it Change the Outlook for Chinese Equities?
Quick Views China Coronavirus

Coronavirus: Does it Change the Outlook for Chinese Equities?

Assessing the impact of the coronavirus outbreak and potential implications for investors.

China in Uncharted Territory
Quick Views China

China in Uncharted Territory

With infrastructure investment the last reliable lever policymakers have to manage the Chinese economy’s trajectory, the golden age of China’s economic boom may be over.

Utilities Play Vital Role in Electrification of Global Economy
Quick Views Growth Equities

Utilities Play Vital Role in Electrification of Global Economy

Portfolio Manager Nick Schommer explores the transformation taking place in energy as utilities invest for the future.

Looking Beyond Real Estate’s “Core”
Quick Views Property Equities

Looking Beyond Real Estate’s “Core”

In an evolving real estate landscape, we believe investors should look beyond the core property categories of retail and office.

Coronavirus: Assessing Financial Market Impacts

Coronavirus: Assessing Financial Market Impacts

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan novel coronavirus on financial markets.

Global Sustainability Reaches Tipping Point

Global Sustainability Reaches Tipping Point

Hamish Chamberlayne reflects on key developments in global sustainability and environmental issues over the past year.

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

Brexit Day: The Shift Begins
Quick Views Brexit

Brexit Day: The Shift Begins

Paul O’Connor, Head of the UK-based Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process.

Election Insights: Stocks Tracking Primary Outcomes

Portfolio Manager Marc Pinto weighs in on how equity markets are reacting to the latest developments in the U.S. presidential election.

The Fed Remains Accommodative
Quick Views Interest Rates

The Fed Remains Accommodative

Nick Maroutsos discusses why he believes today’s Fed decision to leave rates unchanged should support the positive environment for stock and bond markets in 2020.

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Low Return Dispersion, High Correlations Point to “Groupthink” in Equity Markets
Quick Views Volatility

Low Return Dispersion, High Correlations Point to “Groupthink” in Equity Markets

Rather than making forecasts based on economic assumptions, we take a more integrated view of equity market opportunities.

Election Insights: How Bond Markets May React

Election Insights: How Bond Markets May React

Portfolio Manager John Lloyd offers his views on how potential outcomes of the U.S. presidential election could impact corporate bond markets.

ECB Meeting: One for the Specialists
Quick Views Interest Rates

ECB Meeting: One for the Specialists

Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of this week’s European Central Bank meeting.