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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COVID-19 Crisis Dramatically Alters 2020 Dividend Outlook

COVID-19 Crisis Dramatically Alters 2020 Dividend Outlook

Investment Director Jane Shoemake provides an update on dividend trends over the last quarter, along with a new “best and worst” forecast range for 2020.

What Will It Take to Reopen the Global Economy?

What Will It Take to Reopen the Global Economy?

An update on vaccines, fatality rates and lessons learned as economies reopen – the latest in a video series on the scientific and investment implications of COVID-19.

After the Virus: A Binary World

After the Virus: A Binary World

As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Global Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.

Why Office Is Not the Next Retail

Why Office Is Not the Next Retail

How the office sector could evolve as social distancing continues and employees consider the pros and cons of working from home.

Residential Real Estate: Stay Home, Stay Safe

Residential Real Estate: Stay Home, Stay Safe

How COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective.

Know What You Own: Small-Cap Investing through a Market Shock

Know What You Own: Small-Cap Investing through a Market Shock

Small-cap company characteristics within an index can vary widely, creating hidden risks.

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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COVID-19: Understanding the Science & Investment Implications (Part V)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

Equity’s Response to COVID-19: Proceed with Caution

Why we believe the recent rally in riskier assets ignores potential headwinds facing the U.S. economy due to lower consumption.

A Healthy Outlook for U.S. Banks

A Healthy Outlook for U.S. Banks

Why we remain positive on the outlook for U.S. banks after looking carefully at their first quarter earnings.

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Energy Companies Choose Different Paths Through Crisis

Energy Companies Choose Different Paths Through Crisis

In a disrupted environment, energy companies are being forced to adjust in the short term while staying mindful of positioning for future growth.

Bridging the Gap: Credit Markets in the COVID Crisis

Bridging the Gap: Credit Markets in the COVID Crisis

An update on the shape of the recovery in corporate bond markets following the virtual “heart attack” experienced in March.

After the Crisis: Finding Long-Term Value in Small-Cap Stocks

After the Crisis: Finding Long-Term Value in Small-Cap Stocks

Identifying small-cap companies that can survive the crisis and deliver value over the long term.