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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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.

Election Insights: Post Primaries, Options Market Signals Low Risk
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Election Insights: Post Primaries, Options Market Signals Low Risk

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

Coronavirus: Does it Change the Outlook for Chinese Equities?
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Coronavirus: Does it Change the Outlook for Chinese Equities?

Assessing the impact of the coronavirus outbreak and potential implications for investors.

China in Uncharted Territory
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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

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”

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.

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

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

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.

Market GPS: The Outlook for Health Care Stocks in 2020

Market GPS: The Outlook for Health Care Stocks in 2020

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

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

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.

Topical Questions Amid a More Political Economy
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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.