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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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.

Fed’s Rate Cut Not a Cure for Volatility

Fed’s Rate Cut Not a Cure for Volatility

The Fed’s surprise rate cut reflects the increasing uncertainty the U.S. economy and investors currently face.

Crowded Markets Aggravate Coronavirus Fears

Crowded Markets Aggravate Coronavirus Fears

Why narrow investor concentration left markets vulnerable to an exogenous shock such as that caused by COVID-19.

Coronavirus Update: Into the Unknown

Coronavirus Update: Into the Unknown

Addressing the sharp correction in financial markets as concerns grow about the spread of the COVID‐19 coronavirus.

Recent Fallen Angels: A Specter of BBB Downgrades to Come?
Quick Views Credit

Recent Fallen Angels: A Specter of BBB Downgrades to Come?

Fears of a surge in U.S. BBB corporate bond downgrades have intensified in the high-yield market, but rising stars still outpace fallen angels.

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

Can Equity Markets Recover from the Coronavirus?
Quick Views Coronavirus Volatility

Can Equity Markets Recover from the Coronavirus?

The spreading coronavirus has caused investors to worry about earnings growth. But as history shows, markets can rebound sharply once virus fears ease.

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.

Markets Fear a Global Coronavirus Pandemic

Markets Fear a Global Coronavirus Pandemic

Weighing the potential impact on global economic growth as concerns grow about the spread of the coronavirus beyond China.

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Coronavirus and Health Care: A Complex Dynamic

Coronavirus and Health Care: A Complex Dynamic

As the coronavirus spreads, some health care companies have warned about falling revenues, while other firms are working on a treatment – and seeing their stocks rise.

Coronavirus Uncertainty Likely to Force Fed’s Hand

Coronavirus Uncertainty Likely to Force Fed’s Hand

Nick Maroutsos explains why uncertainty surrounding the coronavirus and its economic impact will lead to perhaps two Fed rate cuts this year.

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.