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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As Bond Volatility Rises, Mortgage-Backed Securities May Provide Defensive Diversification
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As Bond Volatility Rises, Mortgage-Backed Securities May Provide Defensive Diversification

Portfolio Managers John Kerschner and Nick Childs discuss how MBS can provide diversification in volatile corporate and government bond markets.

Global Sector Views: Is the U.S. Headed for Recession?

Global Sector Views: Is the U.S. Headed for Recession?

As trade tensions potentially distort the economic outlook, investors should prepare for market volatility and focus on defensive growth companies.

From Fast Food to Fitness: The Rise of Whole Business Securitizations (WBS)
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From Fast Food to Fitness: The Rise of Whole Business Securitizations (WBS)

Portfolio Manager John Kerschner comments on the emerging WBS market and its potential opportunities for bond investors.

Topical Questions Amid a More Political Economy
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Topical Questions Amid a More Political Economy

Nick Maroutsos, Co-Head of Global Bonds, discusses how the macroeconomic landscape is shaping his team’s investment decision-making.

Challenging Environment Calls for Defensive Approach in Equities
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Challenging Environment Calls for Defensive Approach in Equities

Portfolio Manager Justin Tugman says slowing growth and rising multiples are making for a difficult investment environment. In his opinion, equities remain attractive, but investors should consider a defensive approach.

Catching Falling Angels: Finding Opportunities in Crossover Credit
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Catching Falling Angels: Finding Opportunities in Crossover Credit

A growing segment of BBB rated securities are priced to fall into the high-yield market, which could present opportunities for high-yield investors.

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

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Lower Rates Create Opportunities in Today’s Mortgage Market
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Lower Rates Create Opportunities in Today’s Mortgage Market

Low mortgage rates have sparked a refinancing wave that could create opportunities for investors in mortgage-backed securities.

ECB: Super Mario Bros. 2 (Kitchen Sink Edition)
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ECB: Super Mario Bros. 2 (Kitchen Sink Edition)

Andrew Mulliner, CFA, a Global Bonds Portfolio Manager, reflects on the European Central Bank’s decision to cut rates and bring back quantitative easing.

Taking a Balanced Approach to Investing in Cancer Therapy
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Taking a Balanced Approach to Investing in Cancer Therapy

There’s more than one way to gain exposure to advances in oncology, say Andy Acker, Dan Lyons and Luyi Guo of the Global Life Sciences Team.

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Widen Your Competitive Advantage by Narrowing Your Niche

Widen Your Competitive Advantage by Narrowing Your Niche

How defining a “Unique Business Tranche” could help financial advisors build a better competitive advantage.

Reprogram Your Bad Tech Habits

Reprogram Your Bad Tech Habits

Banish multitasking and procrastination by establishing positive smartphone habits. Dr. John L. Evans Jr. shares how to maintain a deep focus on what matters.

Don’t Let the Trade Wars Detract from Asia’s Structural Growth Story
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Don’t Let the Trade Wars Detract from Asia’s Structural Growth Story

Andrew Gillan, Head of Asia ex Japan Equities, explains why investors should focus on Asia’s long-term structural growth story.