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

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

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

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.

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.

Managing Liquidity Within Fixed Income – Your Questions Answered

Managing Liquidity Within Fixed Income – Your Questions Answered

Jim Cielinski, Global Head of Fixed Income, answers some of the common questions we have received about liquidity within fixed income markets and how we have approached trading and portfolio positioning.

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

Pandemic Severity Key to Determining Economic Fallout

Regulators staved off a liquidity crisis in March. Now, the outlook for the global economy hinges on the pandemic’s duration and severity.

Multi-Asset Outlook: Opportunity Amid Volatility

Assessing the impact of the coronavirus pandemic and weighing the positive and negative indicators that will shape market prospects.

A Targeted Fiscal Response Cannot Erase All Risks
Quick Views Coronavirus

A Targeted Fiscal Response Cannot Erase All Risks

Nick Maroutsos explains that while last week’s relief bill targeted the right segments of the economy, rising solvency risk may merit additional action.

Subscribe for relevant insights delivered straight to your inbox

Weighing the Impact of COVID-19 on Fixed Income

Weighing the Impact of COVID-19 on Fixed Income

A look at some of the most pressing issues facing fixed income markets as the coronavirus crisis unfolds.

In Charts: Finding a Silver Lining in Fixed Income

In Charts: Finding a Silver Lining in Fixed Income

Corporate credits have suffered during the COVID-19 outbreak, but history shows that these bonds have performed well in the years after a significant drawdown.

Global Property: Keep Calm and Invest for the Long Term

Global Property: Keep Calm and Invest for the Long Term

An update on real estate markets and the investment implications of the coronavirus as the pandemic spreads across the globe.