Global Perspectives

Global Fixed Income Compass

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

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.

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.

Alternative Perspectives

Quarterly insight from our diversified alternatives team to help clients navigate the markets and opportunities ahead.

LATEST INSIGHTS

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With Low Rates on the Horizon, Stay Mindful of Downside Risk
Quick Views Value Equities

With Low Rates on the Horizon, Stay Mindful of Downside Risk

Given the prospect of low future returns, we think investors should focus on minimizing downside risk while seeking overlooked value opportunities.

COVID-19: Assessing the Impact on Property Markets
Quick Views China Property Equities

COVID-19: Assessing the Impact on Property Markets

Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.

Energy Outlook: A Tale of Two Halves in 2020
Quick Views

Energy Outlook: A Tale of Two Halves in 2020

The world has an oversupply of oil, but the second half of 2020 could present a different picture. Learn what the change could mean for beleaguered energy stocks.

Perkins CIO Outlook: Basic Math Suggests the Low-Return World Is Getting Ridiculous

Perkins CIO Outlook: Basic Math Suggests the Low-Return World Is Getting Ridiculous

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

Coronavirus: Does it Change the Outlook for Chinese Equities?
Quick Views China Featured

Coronavirus: Does it Change the Outlook for Chinese Equities?

Assessing the impact of the coronavirus outbreak and potential implications for investors.

China in Uncharted Territory
Quick Views China Featured

China in Uncharted Territory

With infrastructure investment the last reliable lever policymakers have to manage the Chinese economy’s trajectory, the golden age of China’s economic boom may be over.

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

Utilities Play Vital Role in Electrification of Global Economy

Portfolio Manager Nick Schommer explores the transformation taking place in energy as utilities invest for the future.

Looking Beyond Real Estate’s “Core”

In an evolving real estate landscape, we believe investors should look beyond the core property categories of retail and office.

Global Sustainability Reaches Tipping Point

Global Sustainability Reaches Tipping Point

Hamish Chamberlayne reflects on key developments in global sustainability and environmental issues over the past year.

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Low Return Dispersion, High Correlations Point to “Groupthink” in Equity Markets
Quick Views Volatility

Low Return Dispersion, High Correlations Point to “Groupthink” in Equity Markets

Rather than making forecasts based on economic assumptions, we take a more integrated view of equity market opportunities.

Market GPS: Global Technology 2020 Outlook

Market GPS: Global Technology 2020 Outlook

Portfolio Manager Denny Fish provides an update on the mega themes reshaping the technology landscape in 2020 and beyond.

Market GPS: Stay Focused on Long-Term Growth Themes

Market GPS: Stay Focused on Long-Term Growth Themes

Portfolio Managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.