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.

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.

Bonds – What Are They Good For?
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Bonds – What Are They Good For?

With the bond pillar now eroding, finding true diversification and low correlation across investments will become more important to portfolio construction.

Welcome to the New Fed

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

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.

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.

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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Federal Reserve Forcefully Reenters Markets

Assessing the Fed’s recent efforts to ease financial conditions and why we believe uncertainty will continue to be a headwind for markets.

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.

Fed’s Rate Cut Not a Cure for Volatility

Fed’s Rate Cut Not a Cure for Volatility

The Fed’s surprise rate cut reflects the increasing uncertainty the U.S. economy and investors currently face.

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Coronavirus Uncertainty Likely to Force Fed’s Hand

Coronavirus Uncertainty Likely to Force Fed’s Hand

Nick Maroutsos explains why uncertainty surrounding the coronavirus and its economic impact will lead to perhaps two Fed rate cuts this year.

The Fed Remains Accommodative
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The Fed Remains Accommodative

Nick Maroutsos discusses why he believes today’s Fed decision to leave rates unchanged should support the positive environment for stock and bond markets in 2020.

ECB Meeting: One for the Specialists
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ECB Meeting: One for the Specialists

Andrew Mulliner, Portfolio Manager Global Bonds, shares his views on the outcome of this week’s European Central Bank meeting.