Global Perspectives

Fixed Income Perspectives

Quarterly insight from our fixed income team 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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Portfolio rebalancing – pick a different day
Thematic Research

Portfolio rebalancing – pick a different day

The majority of asset allocation models are rebalanced on the last day of the calendar month, but is this the best approach to maximize returns? Portfolio manager Aneet Chachra and David Elms, Head of Diversified Alternatives, tested the validity of this traditional market orthodoxy, with some surprising results.

Introduction to Risk Premia Investing

Introduction to Risk Premia Investing

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

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?

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.

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.

HGI_DNA_1

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

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

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.

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A Hole in Strategic Asset Allocation

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.

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.