Global Perspectives

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

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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Coronavirus: Does it Change the Outlook for Chinese Equities?
Quick Views China

Coronavirus: Does it Change the Outlook for Chinese Equities?

Assessing the impact of the coronavirus outbreak and potential implications for investors.

China in Uncharted Territory
Quick Views China

China in Uncharted Territory

With infrastructure investment the last reliable lever policymakers have to manage the Chinese economy’s trajectory, the golden age of China’s economic boom may be over.

Coronavirus: Assessing Financial Market Impacts
Quick Views China Volatility

Coronavirus: Assessing Financial Market Impacts

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan novel coronavirus on financial markets.

China: Resilient Despite Challenges
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China: Resilient Despite Challenges

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

Market GPS: What’s in Store for China in 2020?

Market GPS: What’s in Store for China in 2020?

Portfolio Managers Charlie Awdry and May Ling Wee share their thoughts on the challenges and opportunities investors may face in China next year.

Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities
Quick Views China Interest Rates

Scarcity of Reliable Growth Demands Greater Focus on Quality in Equities

Jeremiah Buckley discusses how shifts in central bank policy and slowing global growth have altered the equity investing landscape.

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

Chinese Equities: Investing in Innovation

Charlie Awdry, Portfolio Manager for the Chinese Equities strategy, discusses how innovation is spurring growth and profitability in China.

Investment Roundtable: Views on the Global Economic Outlook

Our senior global bond portfolio managers respond to common investor questions on the global economic outlook.

Don’t Let the Trade Wars Detract from Asia’s Structural Growth Story
Quick Views China

Don’t Let the Trade Wars Detract from Asia’s Structural Growth Story

Andrew Gillan, Head of Asia ex Japan Equities, explains why investors should focus on Asia’s long-term structural growth story.

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Trade Wars, ESG and Demographics in China
Quick Views China

Trade Wars, ESG and Demographics in China

A Q&A on how trade friction; environmental, social and governance (ESG) factors; and demographic issues are impacting financial markets in China.

Tariffs Come to Main Street
Quick Views China Volatility

Tariffs Come to Main Street

Consumer Research Analyst Joshua Cummings explains what really spooked markets about the recent escalation of the U.S.-China trade conflict.

Tariffs & Tech: Clarity, Please

Tariffs & Tech: Clarity, Please

Although tech stocks sold off on news of more tariffs, Research Analyst Jon Bathgate says secular tailwinds remain intact for the sector.