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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Fixed Income Update: Credit Markets, Government Bonds and Inflation

Fixed Income Update: Credit Markets, Government Bonds and Inflation

An update on the tsunami of new issuance in credit markets, plus our views on inflation.

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.

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.

Trading Bonds in a Time of Ferocity and Velocity

Trading Bonds in a Time of Ferocity and Velocity

On bond liquidity and how the challenge of trading in illiquid markets has changed as the COVID-19 coronavirus spread.

Keep an Eye on the Real Economy

Keep an Eye on the Real Economy

Why financial markets should ultimately be focused on the outlook for households in consumption-driven economies like the U.S.

After the Ides of March: The Outlook for Mortgages

After the Ides of March: The Outlook for Mortgages

The outlook for U.S. mortgage-backed securities after March’s liquidity collapse and subsequent stabilization on the back of strong Fed support.

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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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Welcome to the New Fed

New policy actions make it clear that the Fed has entered uncharted territory in its commitment to supporting financial markets.

In Charts: Finding a Silver Lining in Fixed Income

Corporate credits have suffered during the COVID-19 outbreak, but history shows that these bonds have performed well in the years after a significant drawdown.

Election Insights: Super Tuesday Split

Election Insights: Super Tuesday Split

With no clear Democratic front-runner after the Super Tuesday primaries, coronavirus concerns – more than election uncertainty – is likely to dominate markets.

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Recent Fallen Angels: A Specter of BBB Downgrades to Come?
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Recent Fallen Angels: A Specter of BBB Downgrades to Come?

Fears of a surge in U.S. BBB corporate bond downgrades have intensified in the high-yield market, but rising stars still outpace fallen angels.

Reflecting on Coronavirus’ Impact on Today’s Bond Markets

Reflecting on Coronavirus’ Impact on Today’s Bond Markets

Heightened concerns around the spreading coronavirus caused large moves in many fixed income markets this week.

Is High-Yield Risk as Asymmetric as It Looks?
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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.