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

Subscribe for relevant insights delivered straight to your inbox

Tell Tail Signs: The Post-Crisis Recovery — V or a W?

Tell Tail Signs: The Post-Crisis Recovery — V or a W?

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

Bonds – What Are They Good For?
Quick Views Interest Rates

Bonds – What Are They Good For?

With the bond pillar now eroding, finding true diversification and low correlation across investments will become more important to portfolio construction.

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.

How the Crisis Could Solidify Long-Term Investment Themes

How the Crisis Could Solidify Long-Term Investment Themes

Behavioral changes precipitated by the pandemic could help certain companies and sectors emerge from the crisis in a position of relative strength.

How Is China Slowly Emerging from the Coronavirus Aftermath?
Quick Views China Coronavirus

How Is China Slowly Emerging from the Coronavirus Aftermath?

How companies and the government are supporting consumers and businesses as economic activity begins to resume in China.

Market Fracture: View from the Multi-Strategy Team
Global Perspectives

Market Fracture: View from the Multi-Strategy Team

Steve Cain, Diversified Alternatives Portfolio Manager, discusses the first three months of 2020, which saw one of the most significant market collapses in history, and his thoughts on what may lie ahead.

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.

HGI_DNA_1

COVID-19: Understanding the Science & Investment Implications (Part II)

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

After the Ides of March: The Outlook for Mortgages

The outlook for U.S. mortgage-backed securities after March’s liquidity collapse and subsequent stabilization on the back of strong Fed support.

Vietnam: The New Frontier in Emerging Markets?
Quick Views Emerging Markets

Vietnam: The New Frontier in Emerging Markets?

As some emerging market economies begin to slow, Vietnam could be at the beginning of a multiyear growth cycle.

Subscribe for relevant insights delivered straight to your inbox

Welcome to the New Fed

Welcome to the New Fed

New policy actions make it clear that the Fed has entered uncharted territory in its commitment to supporting financial markets.

COVID-19: Understanding the Science & Investment Implications (Part I)

COVID-19: Understanding the Science & Investment Implications (Part I)

A new video series from our health care team offers unique insight into how the pandemic is affecting different sectors of the economy.

COVID-19: The Outlook for Dividends in 2020

COVID-19: The Outlook for Dividends in 2020

Assessing the outlook for global dividends given the wide-reaching implications of the COVID-19 pandemic.