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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In Charts: Finding a Silver Lining in Fixed Income

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.

Staying Active Through Uncertainty

Staying Active Through Uncertainty

The importance of staying active to navigate the downturn and position for an eventual recovery.

Innovation and Health Care Amid COVID-19

Innovation and Health Care Amid COVID-19

How the coronavirus pandemic is shining a spotlight on the long-term potential of health care’s advanced research and technology.

Fed Addresses Money Market Liquidity

Fed Addresses Money Market Liquidity

A discussion of the recent actions taken by the U.S. Federal Reserve to improve liquidity in money markets.

Market GPS: Sustainable Equities in 2020 and Beyond

Market GPS: Sustainable Equities in 2020 and Beyond

We see reason to remain optimistic in 2020 by focusing on companies whose business models support a sustainable global economy.

Fed Decision Hits the Wrong Target
Quick Views Featured Interest Rates

Fed Decision Hits the Wrong Target

Nick Maroutsos explains why the Fed’s refusal to address structural flaws in short-term lending markets risks a repeat of September’s repo market volatility.

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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Market GPS: The Outlook for Health Care Stocks in 2020

After a volatile 2019, what can health care investors expect in the new year?

Market GPS: High Stock Valuations Demand a Focus on Quality in 2020

As equity multiples climb, we believe investors should focus on high-quality value or cyclical stocks to help minimize risk.

Market GPS: Will Economic Growth Reaccelerate in 2020?

Market GPS: Will Economic Growth Reaccelerate in 2020?

Signs of a slight uptick in global economic growth next year are emerging. Should the growth materialize, we think stocks could benefit.

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Topical Questions Amid a More Political Economy
Quick Views Featured Interest Rates

Topical Questions Amid a More Political Economy

Nick Maroutsos, Co-Head of Global Bonds, discusses how the macroeconomic landscape is shaping his team’s investment decision-making.

Taking a Balanced Approach to Investing in Cancer Therapy
Quick Views Featured Healthcare

Taking a Balanced Approach to Investing in Cancer Therapy

There’s more than one way to gain exposure to advances in oncology, say Andy Acker, Dan Lyons and Luyi Guo of the Global Life Sciences Team.