Global Perspectives

Global Fixed Income Compass

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

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 Sector Views

Read the latest insights from our research team and learn how they are navigating the opportunities and risks within each sector.

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.

LATEST INSIGHTS

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Market GPS: Stay Focused on Long-Term Growth Themes

Market GPS: Stay Focused on Long-Term Growth Themes

Portfolio Managers Doug Rao and Nick Schommer discuss why they believe it is important to balance near-term optimism for equities in 2020 with a focus on long-term themes.

China: Resilient Despite Challenges
Quick Views China

China: Resilient Despite Challenges

China Equities Portfolio Manager May Ling Wee discusses sectors in China that she believes could represent attractive investment opportunities.

Tell Tail Signs: Inflation Potential Shows Little Sign of Abating

Tell Tail Signs: Inflation Potential Shows Little Sign of Abating

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.

Market GPS: Staying Nimble to Find Value Opportunities

Market GPS: Staying Nimble to Find Value Opportunities

With stock multiples at historic highs, investors may need to increasingly consider downside risk and look broadly to find attractive valuations.

Market GPS: A Soft Landing Should Support Fixed Income in 2020

Market GPS: A Soft Landing Should Support Fixed Income in 2020

In our view, the Federal Reserve’s accommodative stance should persist throughout 2020, helping sustain the expansion of the U.S. economy.

Staying Strategic in Global Fixed Income

Staying Strategic in Global Fixed Income

Nick Maroutsos and Adam Hetts discuss the role of global fixed income strategies in the face of recent market shifts.

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

Market GPS: Keep a Close Watch on Corporate Earnings in 2020

Focusing on companies with strong corporate earnings – and avoiding those with weak balance sheets – will be key to weathering volatility in 2020.

Market GPS: Trade and Interest Rates Hold Keys to Economy in 2020

John Fujiwara explains why a potential stock rotation and the shape of the yield curve are two themes meriting investors’ attention in 2020.

Don’t Let Time Surprise You: Resolve to Plan in 2020

Don’t Let Time Surprise You: Resolve to Plan in 2020

As we start the new year, commit to having those tough – but critical – conversations with family about finances and long-term planning.

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The SECURE Act Offers Something for Everyone

The SECURE Act Offers Something for Everyone

Matt Sommer outlines some of the SECURE Act’s key provisions and their implications for retirement plan sponsors and plan participants.

Seven Habits of Successful Investors

Seven Habits of Successful Investors

Investing for retirement, education or another long-term goal requires discipline and dedication.

Market GPS: Out of the Goldilocks Zone?

Market GPS: Out of the Goldilocks Zone?

David Elms, Head of Diversified Alternatives, offers insight into where he sees opportunities in the alternatives space heading into 2020.