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

Subscribe for relevant insights delivered straight to your inbox

Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate
Quick Views Property Equities

Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate

With the rise of e-commerce, physical spaces like shopping malls are losing relevance, putting pressure on the retail real estate sector.

Chinese Equities: Investing in Innovation
Quick Views China Growth Equities

Chinese Equities: Investing in Innovation

Charlie Awdry, Portfolio Manager for the Chinese Equities strategy, discusses how innovation is spurring growth and profitability in China.

Bond Market Dynamics Highlight Importance of Diversification
Quick Views Credit Volatility

Bond Market Dynamics Highlight Importance of Diversification

Most major credit asset classes are trading close to their 5-year average spread, limiting opportunities in asset allocation in today’s market.

“Whatever It Takes:” Reflecting on Mario Draghi’s Run as European Central Bank President
Quick Views Interest Rates

“Whatever It Takes:” Reflecting on Mario Draghi’s Run as European Central Bank President

Oliver Blackbourn, a Portfolio Manager on the UK-based Multi-Asset Team, comments on the departure of Mario Draghi as ECB president.

Finding Value in Bonds Amid Negative Rates

Finding Value in Bonds Amid Negative Rates

Jim Cielinski, Global Head of Fixed Income, provides his perspective on key macroeconomic factors driving fixed income markets.

Demographics Reshape the Real Estate Landscape
Quick Views Property Equities

Demographics Reshape the Real Estate Landscape

Supply and demand in real estate is changing as millennials join the workforce and boomers retire, trends that warrant consideration by investors.

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

Navigating Rate Uncertainty with Agency MBS
Quick Views Interest Rates

Navigating Rate Uncertainty with Agency MBS

Mortgage-backed securities, an often-overlooked component of traditional fixed income, may help investors better navigate uncertain rates markets.

Bond Markets at Inflection Point as Economic Outlook Remains Unknown
Quick Views Interest Rates

Bond Markets at Inflection Point as Economic Outlook Remains Unknown

Co-Head of Strategic Fixed Income Jenna Barnard explains why she feels bond markets are at a critical inflection point.

Value and Growth in the Current Market
Quick Views Value Equities

Value and Growth in the Current Market

Portfolio Manager Kevin Preloger discusses the implications for value investing in a market receiving mixed signals.

Subscribe for relevant insights delivered straight to your inbox

Brexit Update – Curb Your Enthusiasm
Quick Views Brexit

Brexit Update – Curb Your Enthusiasm

Paul O’Connor, Head of the UK-based Multi-Asset Team, comments on the market reaction to the last-minute plot twist emerging from the Brexit negotiations.

When Evaluating Small-Cap Stocks, Capital Efficiency Is Key
Quick Views ETF

When Evaluating Small-Cap Stocks, Capital Efficiency Is Key

Assessing a company’s ability to invest capital wisely is critical to evaluating the growth potential of small-cap stocks.

Quest for Yield Means Making Cash Work Harder
Quick Views Credit Interest Rates

Quest for Yield Means Making Cash Work Harder

Portfolio Manager Dan Siluk discusses the challenges of generating positive yield amid falling rates and economic uncertainty.