Global Perspectives

Fixed Income Perspectives

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

Equity Perspectives

Quarterly insight from our Equity team 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.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

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Why Office Is Not the Next Retail

Why Office Is Not the Next Retail

How the office sector could evolve as social distancing continues and employees consider the pros and cons of working from home.

Residential Real Estate: Stay Home, Stay Safe

Residential Real Estate: Stay Home, Stay Safe

How COVID-19 is impacting the rental residential sector from both a landlord and tenant perspective.

REITs The Missing Ingredient for a Holistic Real Estate Allocation

REITs The Missing Ingredient for a Holistic Real Estate Allocation

As a complement to private real estate, REITs can offer investors broader exposure to specialty property sectors that offer great growth opportunity. Learn why our experts encourage institutional investors to reassess REITs as a strategic return-enhancing asset class.

Risky Business? The Sustainability of REIT Dividends

Risky Business? The Sustainability of REIT Dividends

Real estate investment trusts (REITs) able to collect deferred rent – or that have few rent deferrals in the first place – may be less likely to cut dividends during the crisis.

Global Property: Keep Calm and Invest for the Long Term

Global Property: Keep Calm and Invest for the Long Term

An update on real estate markets and the investment implications of the coronavirus as the pandemic spreads across the globe.

COVID-19: Assessing the Impact on Property Markets

COVID-19: Assessing the Impact on Property Markets

Assessing the current impact of the coronavirus outbreak and how it is playing a part in the evolving real estate landscape.

Looking Beyond Real Estate’s “Core”
Quick Views Property Equities

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.

Market GPS: The Outlook for Global Property Equities

Market GPS: The Outlook for Global Property Equities

Guy Barnard and Tim Gibson discuss key opportunities and risks for investors in global property equities in 2020.

Three Reasons Investors Should Consider Global REITs
Quick Views Property Equities

Three Reasons Investors Should Consider Global REITs

In a slow-growing, low-yielding environment, global REITs can provide a valuable source of income, diversification and liquidity.

Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate
Quick Views Property Equities

Death of the Shopping Mall? E-Commerce Disrupts Retail Real Estate

With the rise of e-commerce, physical spaces like shopping malls are losing relevance, putting pressure on the retail real estate sector.

Summertime Limbo – How Low Can Yields Go?
Quick Views Property Equities

Summertime Limbo – How Low Can Yields Go?

As bond yields fall further, an allocation to REITs could offer the potential for improved risk-adjusted returns in a balanced portfolio.

The Case for Investing in Listed Property Equities

The Case for Investing in Listed Property Equities

Listed real estate stocks may offer the potential for enhanced returns, steady income and greater diversification.