Global Perspectives

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 Sector Views

Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.

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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Cracks in the Credit Cycle

Cracks in the Credit Cycle

Portfolio Managers Darrell Watters and Mike Keough identify signals indicative of an advancing credit cycle and highlight what to watch in the year ahead.

Inflation – Is That It?

Inflation – Is That It?

John Pattullo, Co-Head of Strategic Fixed Income, discusses the range of factors that he believes indicate that current inflation is more cyclical than structural.

Tail Risk Report: Uncertainty on the Rise … Who Will Blink First – the Fed or the Market?

Tail Risk Report: Uncertainty on the Rise … Who Will Blink First – the Fed or the Market?

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.

Redefining Core Fixed Income

Redefining Core Fixed Income

Read why, in light of secular headwinds, investors should consider incorporating an absolute return mindset into bond strategies.

Perkins CIO Outlook: Don’t Buy the Dip, Buy Bargains

Perkins CIO Outlook: Don’t Buy the Dip, Buy Bargains

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

Money for Nothing, Right Tails for Free
Global Perspectives

Money for Nothing, Right Tails for Free

Aneet Chachra, portfolio manager within the Diversified Alternatives team, looks at the disconnect between share valuations and option market pricing and what this might imply for European equities.