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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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.

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.

Marching to a Million: Meet Our Millennials

Marching to a Million: Meet Our Millennials

In a series of podcasts and videos, our millennial colleagues share their views on preparing for retirement.

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.

Elevating Your Team to Elite Status

Elevating Your Team to Elite Status

Did you know that top-performing financial advisory teams manage 4.2 times or $213.1 million more in funds compared to their peers? But how did they get there?

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.

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

Tell Tail Signs: Options Markets Still Sniffing Inflation

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.

The Art of Storytelling

Michael Futterman, Head of Knowledge Labs™ Professional Development, discusses the art of storytelling as a guest on the podcast “Becoming Referable.”

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.

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Active versus Passive in Retirement Plan Menus: Avoiding a Black-and-White Mindset

Active versus Passive in Retirement Plan Menus: Avoiding a Black-and-White Mindset

Having access to both active and passive fund options may give retirement plan participants greater flexibility to navigate changing markets.

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.