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

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Fed Decision Hits the Wrong Target
Quick Views 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.

Market GPS: Fed Policy to Cast Long Shadow over 2020

Market GPS: Fed Policy to Cast Long Shadow over 2020

Nick Maroutsos highlights what fixed income investors can expect in 2020 as the Fed’s near-term policy path remains far from certain.

Room to Grow? The Outlook for Equities Late in the Cycle
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Room to Grow? The Outlook for Equities Late in the Cycle

Portfolio Managers Marc Pinto and Jeremiah Buckley discuss equity opportunities in the late stages of the current economic cycle.

Bond and Equity Markets Sending Mixed Signals on Economic Outlook

Bond and Equity Markets Sending Mixed Signals on Economic Outlook

John Pattullo, Co-Head of Strategic Fixed Income, provides insight on the chances of a soft or hard landing for the U.S. economy.

Roundtable Discussion: Navigating Low Rates and Political Upheaval
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Roundtable Discussion: Navigating Low Rates and Political Upheaval

Portfolio Managers Nick Maroutsos, Dan Siluk and Jason England talk candidly about how geopolitics and low interest rates are influencing the market.

Market GPS: Consumer Spending and Low Rates Favor Stocks in 2020

Market GPS: Consumer Spending and Low Rates Favor Stocks in 2020

A healthy consumer and low bond yields – two trends that dominated 2019 – look set to continue in 2020, creating a favorable backdrop for equities.

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Market GPS: Central Bank Policy Key to Staving Off Global Recession in 2020

Global Head of Fixed Income Jim Cielinski believes there’s reason to be positive about the outlook for fixed income in 2020 despite a challenging backdrop.

Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities

Jeremiah Buckley discusses how shifts in central bank policy and slowing global growth have altered the equity investing landscape.

The Hawkish Rate Cut
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The Hawkish Rate Cut

A pause after today’s rate cut may make sense in the short term, but greater accommodation may be necessary over the long haul.

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“Whatever It Takes:” Reflecting on Mario Draghi’s Run as European Central Bank President
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“Whatever It Takes:” Reflecting on Mario Draghi’s Run as European Central Bank President

Oliver Blackbourn, a Portfolio Manager on the UK-based Multi-Asset Team, comments on the departure of Mario Draghi as ECB president.

Finding Value in Bonds Amid Negative Rates

Finding Value in Bonds Amid Negative Rates

Jim Cielinski, Global Head of Fixed Income, provides his perspective on key macroeconomic factors driving fixed income markets.

Themes in Focus

Themes in Focus

Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.