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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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.

Is High-Yield Risk as Asymmetric as It Looks?
Quick Views Credit

Is High-Yield Risk as Asymmetric as It Looks?

Examining the history of high-yield spreads to determine whether tight spreads suggest increased risk of weak future performance.

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.

Election Insights: Post Primaries, Options Market Signals Low Risk
Quick Views Volatility

Election Insights: Post Primaries, Options Market Signals Low Risk

With Democratic primaries now underway, the options market remains sanguine about financial market risk.

Expected Drawdowns – How Much Money Should I Lose?
Quick Views Volatility

Expected Drawdowns – How Much Money Should I Lose?

Addressing the value of drawdown probabilities in helping to calibrate our expectations of price moves.

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

Coronavirus: Does it Change the Outlook for Chinese Equities?

Assessing the impact of the coronavirus outbreak and potential implications for 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

China in Uncharted Territory
Quick Views China

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.

Utilities Play Vital Role in Electrification of Global Economy
Quick Views Growth Equities

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”
Quick Views Property Equities

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.

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Coronavirus: Assessing Financial Market Impacts
Quick Views China Volatility

Coronavirus: Assessing Financial Market Impacts

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan novel coronavirus on financial markets.

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.

Brexit Day: The Shift Begins
Quick Views Brexit

Brexit Day: The Shift Begins

Paul O’Connor, Head of the UK-based Multi-Asset Team, takes a pragmatic look at the next steps in the Brexit process.