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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Perkins CIO Outlook:The Booming U.S. Stock Market … Will It Last?

Perkins CIO Outlook:The Booming U.S. Stock Market … Will It Last?

Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.

Tell Tail Signs: Finally, Some Signs of Inflation …

Tell Tail Signs: Finally, Some Signs of Inflation …

Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.

Real Return of 5%… What Does It Look Like in Nominal Terms?
Thematic Research

Real Return of 5%… What Does It Look Like in Nominal Terms?

A guaranteed real return of 5.0% represents the holy grail for most investors. But, what does real return of 5.0% look like for health care institutions?

Cautious – Patient – Selective
Global Perspectives

Cautious – Patient – Selective

Debates abound on what to make of markets’ behavior. Here we assess the fundamentally-driven changes and outline levers that can be pulled to help close the return gap.

Breaking Down Plastic Pollution
Thematic Research

Breaking Down Plastic Pollution

Hamish Chamberlayne, Head of SRI, explains how the responsible use of plastics is an important consideration for evaluating the sustainability of a business.

Tell Tail Signs: The Twilight of Accommodative Monetary Policy’s Efficacy

Tell Tail Signs: The Twilight of Accommodative Monetary Policy’s Efficacy

Each month, the Adaptive Multi-Asset Solutions Team provides an asset class outlook using option market prices to infer expected tail gains and tail losses.

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

Have We Returned to a Goldilocks Economy?

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

Fed Pivot Slows Advent of Cycle’s End

The U.S. Fixed Income team discusses how the Fed’s newfound patience could help stabilize the U.S. economy and extend the economic and credit cycles.

Combating Bond Market Volatility with Global Diversification

Combating Bond Market Volatility with Global Diversification

Co-Head of Global Bonds Nick Maroutsos explains why investors should be mindful of where they hold duration exposure in light of a flattening yield curve.

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China: The Swing Factor in Global Growth

China: The Swing Factor in Global Growth

Jennifer James, Lead Analyst within the Emerging Market Debt team, looks at the importance of China for Global growth and how policy shifts may be opening up domestic opportunities.

Sector Spotlight: Food and Beverage

Sector Spotlight: Food and Beverage

Shifting consumer habits are shaking up the food and beverage industry, creating the need for a selective approach when owning these traditionally defensive names.

How Did They Miss it? Central Bankers and the Global Economic Downturn

How Did They Miss it? Central Bankers and the Global Economic Downturn

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how and why so many major central banks have been wrong footed on economic growth in their countries and around the globe.