Global Perspectives

Global Fixed Income Perspective

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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Battery Storage Solutions Key to Renewable Energy Transition

Battery Storage Solutions Key to Renewable Energy Transition

Why battery storage will be key to speeding the transition to renewable energy sources, and what it means for investors.

Leveraging the Digital Economy to Navigate COVID-19

Leveraging the Digital Economy to Navigate COVID-19

The Global Technology and Innovation Team discusses how digital business models are helping societies cope with the fast-spreading COVID-19 coronavirus.

A Cross-Sector View of Coronavirus Impacts

A Cross-Sector View of Coronavirus Impacts

In this series of videos, our research analysts discuss how the coronavirus could affect various sectors and what investors should be considering amid rising volatility.

Finding Smart Growth in SaaS

Finding Smart Growth in SaaS

The importance of uncovering smart, sustainable growth as the trend of Software as a Service (SaaS) evolves.

Market GPS: Global Technology 2020 Outlook

Market GPS: Global Technology 2020 Outlook

Portfolio Manager Denny Fish provides an update on the mega themes reshaping the technology landscape in 2020 and beyond.

Artificial Intelligence Borrowing from the Software as a Service Playbook
Quick Views Technology

Artificial Intelligence Borrowing from the Software as a Service Playbook

Portfolio Manager Denny Fish explains why the industry- and function-specific nature of AI applications is conducive for multiple specialized AI developers to thrive.

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

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.

Tariffs & Tech: Clarity, Please

Although tech stocks sold off on news of more tariffs, Research Analyst Jon Bathgate says secular tailwinds remain intact for the sector.

Cobalt: Saying “No” to Child Labor

Cobalt: Saying “No” to Child Labor

Ama Seery of the global Sustainable and Responsible Investment (SRI) Team discusses the humanitarian and investor concerns related to cobalt mining.

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Regulatory Update: Big Tech Under Fire
Quick Views Technology

Regulatory Update: Big Tech Under Fire

Understanding the regulatory threat to large tech firms in the U.S. and what it could mean for investors.

M&A Activity a Favored Prescription for Biopharmaceutical Companies
Quick Views Technology

M&A Activity a Favored Prescription for Biopharmaceutical Companies

Andy Acker discusses how biopharmaceutical companies utilize M&A strategies to fill product pipelines and maintain steady cash flows.

Mid-Year Market GPS: Is Cloud Computing the Next Frontier for U.S. Equities?

Mid-Year Market GPS: Is Cloud Computing the Next Frontier for U.S. Equities?

Watching for the mega trends that have the potential to spark disruption and create opportunities.