Global Perspectives

Global Dividend Index

A long-term study into global dividend trends, analyzing dividends paid each quarter by the 1,200 largest firms by market capitalization.

Global Fixed Income Compass

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

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.

Global Sector Views

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

LATEST INSIGHTS

Subscribe for relevant insights delivered straight to your inbox

Tell Tail Signs: Options Markets Still Sniffing Inflation

Tell Tail Signs: Options Markets Still Sniffing Inflation

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

Tell Tail Signs: Options Markets Still Sniffing Inflation

Tell Tail Signs: Options Markets Still Sniffing Inflation

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

Riding the Wave: A Look at the Economic Business Cycle
Global Perspectives

Riding the Wave: A Look at the Economic Business Cycle

Economies typically have periodic ups and downs. These fluctuations, called an economy’s “business cycle,” follow patterns. The full business cycle has six phases, each with distinct characteristics.

Diversification, Defensive Growth and Durable Returns
Global Perspectives

Diversification, Defensive Growth and Durable Returns

Greg Kuhl, CFA, Portfolio Manager explains how various trends are creating global investment opportunities.

Perkins CIO Outlook: Let Others’ Mistakes Be Your Opportunity

Perkins CIO Outlook: Let Others’ Mistakes Be Your Opportunity

Perkins Chief Investment Officer Gregory Kolb shares his equity market insights.

Fundamental Research: What Makes the Janus Henderson Approach Unique?
Global Perspectives

Fundamental Research: What Makes the Janus Henderson Approach Unique?

Director of Research Carmel Wellso discusses Janus Henderson’s unique approach to equity research.

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

Tell Tail Signs: With the World Distracted, Options Markets Sniffing Signs of Inflation

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

Tell Tail Signs: Inflation Signals Holding Up

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

Downturn Implications and a Reconvergence of Rates

Downturn Implications and a Reconvergence of Rates

Jenna Barnard, Co-Head of Strategic Fixed Income, explores the options for meaningful policy easing by developed market central banks in the face of the current downturn in global activity.

Subscribe for relevant insights delivered straight to your inbox

Convergence Returns to the Fore

Convergence Returns to the Fore

Jim Cielinski, Global Head of Fixed Income, provides his perspective on some of the key macroeconomic factors that are driving fixed income markets.

Globalization: Sorry, Donald, It’s Here to Stay

Globalization: Sorry, Donald, It’s Here to Stay

Global Head of Fixed Income Jim Cielinski discusses how attempts to push back on globalization could increase volatility and create a rocky path for investors.

High Yield: Pushing Boundaries

High Yield: Pushing Boundaries

The dovish tilt to global monetary policy should be supportive of asset prices in the near term but Portfolio Managers Tom Ross and Seth Meyer observe that an extension of the credit cycle does not mean abandoning selectivity within high-yield bonds.