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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Do You Remember the Global Financial Crisis?
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Do You Remember the Global Financial Crisis?

Portfolio Manager John Pattullo says a combination of fiscal and monetary policy, along with structural reform, is needed to spur global growth.

Assessing the BBB Bond Market: It’s Not as Bad as it Seems
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Assessing the BBB Bond Market: It’s Not as Bad as it Seems

Co-Head of Global Credit Research and Portfolio Manager John Lloyd explains why concerns surrounding the growth in BBB-rated debt may be overblown.

Bailing Out the Titanic with a Teaspoon (or Why Hope Is a Strategy for the ECB)
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Bailing Out the Titanic with a Teaspoon (or Why Hope Is a Strategy for the ECB)

The June 6 meeting of the European Central Bank (ECB) effectively marked the beginning of the end of its president, Mario Draghi’s, reign.

What the Fed Pivot Means for Asset Class Correlation

What the Fed Pivot Means for Asset Class Correlation

Hear why diversification could be especially important in today’s market environment and why investors should be mindful of correlation.

Anti-Competitive a Hard Argument to Make Against Large Internet Platforms
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Anti-Competitive a Hard Argument to Make Against Large Internet Platforms

Research Analyst Tom DeLong discusses why large Internet companies are well positioned to withstand potential investigations into anti-competitive behavior.

Do Tariffs Impact Small Caps?

Do Tariffs Impact Small Caps?

Despite their domestic focus, small-cap stocks could still be at risk from rising tariffs, says Portfolio Manager Craig Kempler.

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

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What’s Behind the Historic Valuation Gap in Equities?

Director of Research Carmel Wellso explains how disruption in multiple sectors has led to a wide valuation gap.

Currents of Disruption: Ride-Sharing on Course for Long-Term Growth
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Currents of Disruption: Ride-Sharing on Course for Long-Term Growth

Ride-sharing remains a nascent industry. Here is why we see a long runway for growth.