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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Why Growth Has Outperformed Value in a Turbulent Market

Why Growth Has Outperformed Value in a Turbulent Market

Why growth has outperformed in the recent market sell-off and the outlook for value versus growth leadership going forward.

Portfolio Hedging with a Low-Cost, Long Volatility Strategy

Portfolio Hedging with a Low-Cost, Long Volatility Strategy

Diversified Alternatives Portfolio Managers Aneet Chachra and Steve Cain discuss key components of a low-cost, long volatility strategy designed to pay off strongly in a crisis and carry better than other hedges during non-crisis periods.

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.

South Africa: A Cautionary Tale in Emerging Markets
Quick Views Emerging Markets

South Africa: A Cautionary Tale in Emerging Markets

Emerging markets stocks look attractive relative to U.S. peers, but not all countries within this traditionally volatile asset class are created equal.

A Closer Look at Explicit Portfolio Protection

A Closer Look at Explicit Portfolio Protection

Steve Cain, Diversified Alternatives Portfolio Manager, discusses how incorporating a portfolio protection strategy within Multi Strategy portfolios may offer “crisis alpha” during extreme market conditions.

Navigating Uncertainty in the Energy Sector

Navigating Uncertainty in the Energy Sector

In the near term, investors may want to take a cautious approach to energy stocks as the sector grapples with both supply and demand shocks.

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

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.

From Complacency to Panic: Coronavirus and Oil

Assessing the recent market shocks as oil prices tumble and the coronavirus continues to impact countries globally.

Unconventional Monetary Policy in Australia: Not If, but When

Unconventional Monetary Policy in Australia: Not If, but When

Dan Siluk explains why a slowing economy and limited ability to lower interest rates may force the RBA to resort to unconventional monetary policy.

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Reassessing the Outlook for Global Growth

Reassessing the Outlook for Global Growth

Although the coronavirus could slow global GDP growth in the near term and drive market volatility, we see reason to be optimistic about a rebound in 2021.

Election Insights: Super Tuesday Split

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.

2020 Emerging Markets Outlook: Country Analysis Matters

2020 Emerging Markets Outlook: Country Analysis Matters

Why it is critical to have many lenses through which to identify compelling opportunities in emerging markets.