Global Perspectives

Global Dividend Index

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

Fixed Income Perspectives

Quarterly insight from our fixed income team 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 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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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.

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.

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

Reflecting on Coronavirus’ Impact on Today’s Bond Markets

Reflecting on Coronavirus’ Impact on Today’s Bond Markets

Heightened concerns around the spreading coronavirus caused large moves in many fixed income markets this week.

Is High-Yield Risk as Asymmetric as It Looks?
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Is High-Yield Risk as Asymmetric as It Looks?

Examining the history of high-yield spreads to determine whether tight spreads suggest increased risk of weak future performance.

Election Insights: How Bond Markets May React

Election Insights: How Bond Markets May React

Portfolio Manager John Lloyd offers his views on how potential outcomes of the U.S. presidential election could impact corporate bond markets.

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At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions.

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Do Credit Ratings Obscure Risk and Deter Opportunities?
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Do Credit Ratings Obscure Risk and Deter Opportunities?

Portfolio Managers John Lloyd and Seth Meyer discuss why credit ratings may not be an accurate reflection of risk.

Global Outlook 2020: A Tale of Two Halves

Andrew Mulliner, Portfolio Manager within Global Bonds, believes 2020 will prove to be a year of two halves, with a rosier outlook likely later in the year.

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.

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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.

Market GPS: Search for Stable Income Continues in 2020

Market GPS: Search for Stable Income Continues in 2020

Portfolio Manager Seth Meyer discusses the importance of identifying stable sources of income in the year ahead.

Market GPS: Central Bank Policy Key to Staving Off Global Recession in 2020

Market GPS: Central Bank Policy Key to Staving Off Global Recession in 2020

Global Head of Fixed Income Jim Cielinski believes there’s reason to be positive about the outlook for fixed income in 2020 despite a challenging backdrop.