Global Perspectives

Global Fixed Income Compass

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

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.

Global Dividend Index

A long-term study into global dividend trends, analyzing dividends paid each quarter by the 1,200 largest firms by market capitalization.

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 Sector Views

Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.

Alternative Perspectives

Quarterly insight from our diversified alternatives team to help clients navigate the markets and opportunities ahead.

LATEST INSIGHTS

Subscribe for relevant insights delivered straight to your inbox

The Next Phase of Tech Disruption

The Next Phase of Tech Disruption

Portfolio Managers Doug Rao and Jeremiah Buckley discuss what the next phase of technology disruption may look like and the investment implications going forward.

Chinese Equities: Investing in Innovation
Quick Views China Growth Equities

Chinese Equities: Investing in Innovation

Charlie Awdry, Portfolio Manager for the Chinese Equities strategy, discusses how innovation is spurring growth and profitability in China.

Global Sector Views: Is the U.S. Headed for Recession?

Global Sector Views: Is the U.S. Headed for Recession?

As trade tensions potentially distort the economic outlook, investors should prepare for market volatility and focus on defensive growth companies.

Finding the Middle Way between Growth and Value

Finding the Middle Way between Growth and Value

As growth companies race to capture network effects and value companies cling to legacy economics, investors may find opportunity somewhere in between.

The Race to Digital: Leaders Pull Ahead, Laggards Fall Behind

The Race to Digital: Leaders Pull Ahead, Laggards Fall Behind

Companies across all industries are working to transition to a digital economy – some with more success than others.

Keeping Perspective: Growth and Value Stocks

Keeping Perspective: Growth and Value Stocks

Co-Head of Equities George Maris suggests opportunities can be found in both growth and value stocks and urges investors to focus on fundamentals.

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

What’s Behind the Historic Valuation Gap in Equities?

Director of Research Carmel Wellso explains how disruption in multiple sectors has led to a wide valuation gap.

Geneva Economic and Investment Outlook

Geneva Capital Management prepares an Economic and Investment Outlook on a quarterly basis for the purpose of communicating the views and opinions held by the Firm’s Investment Team at a particular time regarding current and future economic and market trends.

Invest in the Power of Disruption
Mega Trends Growth Equities

Invest in the Power of Disruption

Disruption is rippling through the global economy, and the pace of change is accelerating. Change and innovation are always present, but read more to learn why today is different.

Subscribe for relevant insights delivered straight to your inbox