Global Perspectives

Global Fixed Income Compass

Quarterly insight from our fixed income teams 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.

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.

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 Sector Views

Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.

Alternative Perspectives

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

LATEST INSIGHTS

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Introduction to Risk Premia Investing

Introduction to Risk Premia Investing

Learn about several key philosophical and definitional issues related to risk premia investing.

Real Return of 5%… What Does It Look Like in Nominal Terms?
Thematic Research

Real Return of 5%… What Does It Look Like in Nominal Terms?

A guaranteed real return of 5.0% represents the holy grail for most investors. But, what does real return of 5.0% look like for health care institutions?

Breaking Down Plastic Pollution
Thematic Research

Breaking Down Plastic Pollution

Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.

Free Yourself From Average Thinking: Big Moves Matter

Free Yourself From Average Thinking: Big Moves Matter

Dr. Myron Scholes and Dr. Ashwin Alankar describe how successfully managing tail risks is key to maximizing terminal value.

Risk Premia Investing Can Be a Powerful Ally to Investors

Risk Premia Investing Can Be a Powerful Ally to Investors

Many “diversified” portfolios have risk exposure concentrated in 1 or 2 risk factors. Learn how low-correlated risk premia may reduce risk and enhance returns.

The Case for Emerging Market Corporate Bonds

The Case for Emerging Market Corporate Bonds

Learn why the emerging market corporate bonds asset class is increasingly viewed as a valuable source of returns and portfolio diversification.

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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Dr. Myron Scholes Video Investment Series
Thematic Research

Dr. Myron Scholes Video Investment Series

In this four-part video series, Nobel Laureate Myron Scholes, Ph.D., Chief Investment Strategist, offers fresh insights on the principles of diversification, risk management, compound returns, industry benchmarks, and more.

A Hole in Strategic Asset Allocation

Learn why an adaptive allocation approach can be designed to maximize compound returns while mitigating acute tail risk.

Lessons from a Laureate

Lessons from a Laureate

Nobel Laureate Dr. Myron Scholes discusses the Adaptive Multi-Asset Solutions Team’s approach to investing, with a focus on mitigating risk of significant losses while seeking total return.

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How You Diversify Matters

How You Diversify Matters

Dr. Myron Scholes cautions about the problems with diversification strategies: putting your eggs in several baskets is fine, but all the eggs can still break.

Compound Returns Matter

Compound Returns Matter

Dr. Myron Scholes argues that focusing on relative risk, rather than the impact of total risk on compound return, is like using only one hand to clap.

Benchmarks are Constraints

Benchmarks are Constraints

In active versus passive management, Dr. Myron Scholes explains that it’s the constraints on others that allow active managers to earn excess returns.